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Top Ten

Our Top 10 holdings, are our favourite companies.

They typically have a wide moat, and are likely to earn excess profits over the long run. They have all scored very highly in our factor based selection methodology.   

Please note these are not investment recommendations. Market Capitalisation as of 31/12/2024.

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Company: Adobe Inc
Sector: Information Technology
Market Cap: $191.5bn
Purchased: May 2020

Adobe provides content creation, document management, digital marketing and advertising software and services to creative professionals and marketers. The company operates with three segments: digital media content creation, digital experience for marketing solutions, and publishing for legacy products (less than 5% of revenue).

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Company: Alpha Group International Plc
Sector: Financials
Market Cap: $1.2bn
Purchased: Oct 2023

Alpha Group is a high-tech provider of financial solutions dedicated to corporates and institutions operating internationally.  The majority of its revenue comes from its Corporate London segment.

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Company: Fortnox Inc 
Sector: Information Technology
Market Cap:
$40.5bn
Purchased: May 2023

Fortnox is a flexible cloud-based business solutions platform for accountancy, bookkeeping, payroll and invoicing. Its high margin fast growing subscription model helps businesses start, grow and develop.

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Company: Hermes
Sector: Consumer Discretionary
Market Cap:
 $221.97bn
Purchased: Aug 2021

Hermes is a French luxury goods company, known primarily for its leather goods such as the Birkin and Kelly handbags. This segment makes up around half of its revenues, with clothes, accessories, silks and textiles being other large contributors to revenue.  It has around 300 stores across the world.

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Company: Mastercard Inc
Sector: Financials
Market Cap: $475.2bn
Purchased: Aug 2020

Mastercard, the American financial services multinational is the second largest payment processor in the world.  It operates in over 200 countries and 150 currencies.  Its major brands are MasterCard, Maestro and Cirrus.

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Company: Microsoft Corp
Sector: Information Technology
Market Cap: $3.2tn
Purchased: May 2020

Microsoft develops and licenses consumer and enterprise software. It is known for its Windows operating systems and Office productivity suite. The company is organized into three overarching segments: Productivity and Business Processes, Intelligence Cloud, and Personal Computing. Through acquisitions, Microsoft owns Xamarin, LinkedIn, and GitHub.

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Company: MSCI
Sector: Financials
Market Cap:
 $43.9bn
Purchased: Aug 2020

MSCI is a global provider of equity, fixed income, real estate indexes, multi-asset portfolio analysis tools, ESG and climate products.  In addition, it boasts over $1 trillion in ETF assets linked to MSCI indexes. 

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Company: Novo Nordisk
Sector: Healthcare
Market Cap: $385bn
Purchased:  May 2020

A global healthcare company with 90 years of innovation and leadership in diabetes care, it has almost 50% market share by volume of the global insulin market. The company also has leading positions within haemophilia care, growth hormone therapy and hormone replacement therapy.

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Company: Nvidia Corp
Sector: Information Technology
Market Cap:
$3.7tn
Purchased: Mar 2022

Nvidia is an American multi-national technology company, and a leading developer of graphics processing units.  It is a dominant supplier of artificial intelligence hardware and software, employing almost 30,000 people.

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Company: Taiwan Semiconductor
Sector: Communication Services
Market Cap: $441.2bn
Purchased: May 2020

Taiwan Semiconductor is the worlds largest semiconductor manufacturing and design company which has maintained an over 50% share of the global market since the early 2000s.  It has around 65,000 employees and was the first Taiwanese company to be listed on the New York Stock Exchange.

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