Ultimate Stocks: Recovery gathering momentum in 2023
In 2022 the Ultimate Stocks Portfolio lost 16% - ahead of its benchmark and many quality and growth-focused funds in the UK. But from a low point in July, momentum has turned a corner. In the last six months, the portfolio is up 10% and as earnings begin to be reported, we remain confident in our selection of high-quality companies.
Much has been written about the challenges of being a private or institutional investor in 2022. In the UK, value investing came back into fashion, providing a boost for the businesses with turnaround stories. On a global scale, energy was the only sector making a positive contribution. And as liquidity was squeezed from the markets, the world’s biggest companies took a beating.
None of these trends suited the companies in the Ultimate Stocks Portfolio, which is…
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