A global portfolio of stocks built on a fundamental approach emphasizes the careful selection of companies based on their intrinsic value, strong financial health, and sustainable business models. This strategy involves analyzing key factors such as revenue growth, profitability, balance sheet strength, competitive advantages, and management quality across various international markets and sectors. By focusing on fundamentals rather than short-term market fluctuations, the portfolio aims to capture long-term value and minimize the impact of volatility, currency movements, and economic cycles that can affect global equities.

Additionally, the portfolio is governed by a disciplined rule: investment ideas are held for a minimum of three years before being considered for sale. This restriction encourages a patient, long-term perspective and reduces the temptation to react to short-term noise or transient market events. By allowing investments sufficient time to realize their potential and the underlying thesis to play out, this approach aligns with the belief that true value is often unlocked over extended periods. The result is a focused portfolio designed to benefit from compounding returns and the enduring strengths of well-chosen companies across the globe.