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Ultimate Stocks Portfolio: something for everyone

11/02/2025

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Our portfolio of high-quality companies offers something for everyone, as you will appreciate in another of our portfolio updates here.


While the valuations of some companies look stretched on some levels, especially relative to anticipated growth, it’s important to recognise the generally clean reporting, with a minimum of material adjusting items, as well as the very strong returns on equity and capital being generated by these global winners. 

You can download the full list of all our Ultimate Stocks Portfolio from the portfolio page here, while information on all our…

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