Allsp.(Lux)W.F.-U.S. Lar.C.Gro.F.A USD A/  LU0354030438  /

We construct portfolios following a unique process that includes core holdings, developing situations, and valuation opportunities. Our investment strategy is based upon a rigorous research process designed to “surround the company” and develop unique fundamental insights. We surround companies by analysing competitors, suppliers, and customers up and down the market-capitalisation spectrum. As part of a strong sell discipline and risk management process, we maintain valuation targets on our holdings. We invest principally in equity securities of U.S. large-capitalisation companies that we believe offer the potential for capital growth. We define large-cap companies as those with market capitalisation of $3 billion or more. We may also invest in equity securities through ADRs and similar investments, as well as equities denominated in U.S. dollars issued by non-U.S. issuers.

We construct portfolios following a unique process that includes core holdings, developing situations, and valuation opportunities. Our investment strategy is based upon a rigorous research process designed to “surround the company” and develop unique fundamental insights. We surround companies by analysing competitors, suppliers, and customers up and down the market-capitalisation spectrum. As part of a strong sell discipline and risk management process, we maintain valuation targets on our holdings.