At Claremont Global, a 10 to 15 stock concentrated quality growth manager that invests globally, we look at the portfolio in terms of the 4Ps: People, Process, Portfolio construction, and Performance. This approach has delivered over 8% per annum in alpha over the last three years.
If I look at the people in the team, we've got collectively, over 70 years’ experience in global investing.
I have over 27 years in global investing. I pretty much always looked at stocks as looking at a portfolio of 15 stocks, for quality, focused growth investing.