We were featured in Livewire discussing quality US companies that Australian investors should consider for portfolio diversification beyond the Magnificent Seven. As a global equities fund, we emphasised the importance of accessing exposures unavailable in the Australian market, from global software platforms to healthcare innovation and defence technology.
Our Co-founder and Portfolio Manager, Armina Rosenberg, explained our investment philosophy:
"the real opportunity for active investors is finding exceptional businesses beyond the index headlines."
We highlighted three compelling opportunities for Australian investors. Axon Enterprise represents both a portfolio staple and growth story, transitioning from hardware to a comprehensive public safety software ecosystem with 30%+ revenue growth in the March quarter. NextEra Energy combines regulated utility cash flows with structural growth in renewables and power infrastructure, positioning itself to benefit from AI data centre demands. Eli Lilly owns a generational therapeutic platform in GLP-1s, addressing a massive global obesity market still early in adoption.
As Rosenberg noted, Australian investors face domestic concentration risks in banks and resources. Simply adding mega-cap tech stocks creates another concentration risk. Our approach to global equities focuses on finding quality stocks with durable competitive advantages, strong leadership and clear paths to value creation. To read the article, click the link below.