Great Companies - US and International

Great Companies - US and International
Components Performance/Risk
Period Return
23.8%
Return Rank
Average
Risk Exposure
Average Risk

These quality businesses may not make the lists of popular investment choices popping up at Robinhood, the free trading app adopted by the younger, mobile investor generation

Based acround the world, in Sweden (Hexagon), in France (Hermès, LVMH), in the Netherlands (ASML, Adyen), in Japan (Keyence) and - for many of these outstanding companies in the U.S. - the businesses operate at every stage of the value chain

Quite a few of the 'stars' however create value behind the scenes for more well-known consumer brands, which makes their performance noteworthy, dominating the heavy engine market (Cummins), making the machinery and measurement equipment to produce semi-conductors (ASML, KLA-Tencor, Keyence) or managing payment flows (Adyen)

With monthly updates, we hope to keep the selection fresh and of interest for investors

We intend to profile some of the lesser known companies in our forthcoming notes 

Performance History
Components Performance/Risk
Weights by Industry
Industry Performance/Risk