We believe that investing in a focused portfolio of quality shares is an effective way to generate repeatable returns over the long-term.
We focus on two key aspects when selecting companies for the Goldman Sachs Global Equity Partners Portfolio: Quality and Value.
We seek to invest in quality companies that are:
Companies with predictable business models.
Demonstrate high barriers to entry/competitve advantage.
Strong management team with a clear strategy.
However, these attributes need to be underpinned by an attractive valuation to be considered for investment. We believe it is important to remember that quality can be overpriced.