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Ultimate Stocks Portfolio: winning ways

31/10/2025

Technology UK US

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Reporting season has brought the usual staggering numbers from our tech giants, which continue to redeploy their vast cash resources into AI related capital expenditure. However, it’s a UK retailer which has perhaps provided the most impressive update. Read on here for our thoughts on the latest news from companies in our Ultimate Stocks portfolio.


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, including a nice…

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