Stoic’s Quality Leader’s portfolio invests in a concentrated portfolio of great quality franchises that can drive consistent earnings growth over long periods of time.
Based on evidence driven examination of key characteristics of the winning stocks, Stoic “ Quality Leaders” Portfolio Construction pays attention to the following criteria:
Our Objective is to maximize wealth by investing into equities, whereby we seek to generate an average of 20% CAGR with reduced volatility over a 5-year rolling basis
How Do We Achieve It!
By investing in quality franchises which meet our stringent investment criteria of continuity, sustainability, scalability and value
Simultaneously Managing Risk by eliminating investment options that are destructive to the Investor’s Capital