When knocking the lights out isn’t enough
As results season draws to a close several of our high quality companies have delivered fabulous returns, none more so than two covered here. While a chip giant is the pick of the bunch, we are always impressed with the returns of another market leader, which has proved to be a very strong performer over a long period.
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.
Our portfolio delivered another strong performance in 2024 with the annualised return since inception now just under 20%. We decided to make some changes for 2025, bringing in some new names and taking profits on our big outperformer. You can find out about these in our review here.
Client portfolios managed by our associates Fundamental Asset Management hold shares in companies featured here in their Global Growth Portfolio.
Onto the latest news....
Nvidia knocks the light out, but the market wanted more
Chip designer Nvidia (US:NVDA) delivered yet more stunning growth in its latest quarter to the end of January.
Against the comparable quarter a year earlier revenue climbed 78% to $39.3bn, ahead of consensus estimates of $38.3bn, while net income soared 80% to $22.1bn, representing an eye-popping 56% margin.
$11 billion of revenue was generated from its new and much-heralded Blackwell AI…
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