Focus on Quality US Stocks
Risk Profile: Equity (100% Equity) Asset Allocation: Equity, USA Provider: J. Stern & Co.
Update
J. Stern & Co is highly active on the Zwei Wealth platform, with 14 ongoing investment offerings. Its dedicated US equity portfolio, «US Stars Strategy – USD», has consistently delivered strong performance. Over the past ten years, the strategy has generated an annualised return of 17.1 %. The portfolio has therefore outperformed both the median of other equity strategies and the US benchmark by a significant margin over the same period. Year-to-date, the portfolio has achieved a return of 4.6 % in USD.
Portfolio Composition
A concentrated portfolio of 20 to 30 high-quality US large-cap and mega-cap companies with attractive growth potential and compelling valuations. The investment strategy focuses on identifying undervalued quality growth companies where the market underestimates the scale or sustainability of future earnings growth.
Company Description
J. Stern & Co is an investment partnership with offices in London, New York, Zurich and Malta, managing a select number of proprietary investment strategies. Building on the investment philosophy followed by the Stern family for around 80 years, the firm invests on behalf of families, individuals, charities, foundations, trusts and institutional investors.
USP
J. Stern & Co manages a select number of differentiated investment strategies, including global equities, income-oriented multi-asset strategies and emerging market bonds. Around 20 % of its assets under management are invested by the Stern family and the firm's partners themselves. Clients benefit from investing alongside the Stern family and gaining access to its investment approach, long-standing track record and experience.
The firm follows a research-intensive approach aimed at generating sustainable real returns across different economic and market cycles. Investment decisions are made independently of index compositions, country weightings or short-term market trends. Its unconstrained investment style is based on the expertise of its in-house research team, the conviction that certain industries and market segments should be avoided altogether, and a consistent focus on selecting high-quality companies.
ESG criteria are fully integrated into the investment process. Sustainability is a fundamental part of J. Stern & Co's definition of quality. The firm's guiding principle across all asset classes is: «Invest for the long term, conduct your own research and invest exclusively in quality.»