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Staggering growth | Decent results | On the up

02/06/2025

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Our technology giant delivered another record quarter of sales, despite restrictions in a key market. Elsewhere, a UK technology leader also looks in great shape as it benefits from a very sticky customer base, while there are also signs of recovery at a drinks giant.


You can download the full list of all our Ultimate Stocks Portfolio from the portfolio page here, while information on all our portfolios can be found on the main portfolio page here.

Client portfolios managed by our associates Fundamental Asset Management hold shares in companies featured here in their Global Growth Portfolio.

Onto our thoughts on the latest news from our high-quality companies....

Nvidia: staggering growth, despite being…

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