Winston Capital Advisors Interview: Christopher Rossbach
March 14, 2024
Winston Capital Advisors interviews Christopher Rossbach and Felipe de Grado on managing a quality growth portfolio of global companies.
Opportunity knocks beyond the magnificent seven
April 23, 2024
The ‘great rotation’ in stock markets since the US Fed started raising rates at the end of 2021 has favoured many great technology companies. However,
Read more...LVMH: Global Leader in Luxury Goods
April 22, 2024
LVMH has been a core position in our World Stars Global Equity strategy for more than five years. We have held it through the Covid
Read more...Healthcare: A Compelling Opportunity for Long-term Investors
March 21, 2024
Healthcare has been an important source of opportunity for our World Stars Global Equity strategy. At the end of 2023 our exposure to the sector
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Commentary
Engagement MattersApril 22, 2024
The strong performance of our World Stars Global Equity strategy has vindicated our view that the US and European economies would continue to be resilient
Read more...Commentary
Stock market broadeningMarch 21, 2024
Over the past several years, US stock market performance has been led by a number of great technology companies. We have always been selective, applying
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A Resilient Start to the YearFebruary 19, 2024
The new year has started well, with solid economic growth, moderating inflation and positive markets. The large majority of our companies have reported good numbers
Read more...J Stern & Co.’s World Stars Global Equity Fund launches in the US
February 20, 2024
J. Stern & Co, the London-based investment partnership, is making its World Stars Global Equity strategy available to North American
AI: the next computing paradigm
January 12, 2024
Artificial intelligence (AI) is transforming and disrupting how we do business and how we live our lives. This change is
Cybersecurity is an ESG concern for investors but businesses are holding back on transparency
April 27, 2022
Cybersecurity is now a component of ESG for many investors, but getting information from businesses remains tough. With the number
J. Stern & Co. World Stars Global Equity: The fund that goes looking for all-star shares with pricing power
April 26, 2022
Investment fund J Stern & Co World Stars Global Equity has just enjoyed its third anniversary – and so far it’s