Delivering Growth

14 percent annual return

  • A portfolio based on the Innovation Leader analysis
  • Outperformed all major indices incl. S&P and MSCI
  • 14% CAGR since 2002 – Sharpe Ratio 1.53
  • Simple annual investment cycle
  • All stocks held for minimum of 2 years
  • All companies are large and publically listed

1 consistent approach

20 sectors

  • Diversified fund spread across 20 sectors
  • Analysis is 2 years upstream of most other approaches
  • Proves the link between innovation and growth

Outperform

The link between innovation leadership and sustained stock price growth

Read more