By adhering to a “one inventory in, one inventory out” philosophy, CWW curates a high-conviction portfolio, serving to guarantee every holding contributes meaningfully to the portfolio’s long-term efficiency.
CWW’s technique is deeply knowledgeable by the idea that corporations able to navigating by centuries — witnessing financial modifications, technological developments, and international conflicts —provide potential for sustained development.
A thematic method to top-down evaluation
The technique, grounded in a thematic method allows them to establish long-term development alternatives in worldwide markets. Utilizing a thematic method relatively than macroeconomic developments permit for a extra steady funding horizon, with present focuses together with the reshoring of producing and the implications of geopolitical shifts. By understanding macroeconomic forces, demographic modifications, and technological developments, CWW positions its portfolio to learn from the waves of change shaping the worldwide economic system.
Knudsen says, “Thematic tailwinds, whereas not overly advanced, characterize the foundational shifts driving ongoing change, aligning properly with our funding horizon and enhancing our course of by encouraging a longer-term perspective. For example, one important theme influencing the worldwide panorama is geopolitics, notably the pattern of reshoring.
“This huge shift, pushed by corporations in search of to diversify their manufacturing away from China to varied different geographies, is anticipated to have a long-lasting affect, probably spanning many years. We consider this represents a extra dependable foundation for funding technique than short-term financial indicators, because it’s prone to form the marketplace for a minimum of the subsequent decade.”
