World Stars Global Equity Portfolio

Portfolio Composition

Concentrated portfolio of 20-30 quality large and mega-cap companies in growing global industries. ‘Global compounders’ –innovative industry leading businesses with enduring competitive advantages and a long runway of growth. Global perspective, highly selective lens. No derivatives, no leverage. 

Company Description

An investment partnership based in London, New York, Zurich, & Malta managing a small number of in-house investment strategies. Based on the investment philosophy used by the Stern family for the previous c.80 years, we invest on behalf of families, individuals, charities, trusts and institutions. 

USP

We manage a small number of differentiated investment strategies including global equities, multi-asset Income driven, & EM Debt. C.20% of our AUM is owned by the Stern family and partners. Our clients derive clear benefits from investing alongside the Stern family – from their investment philosophy, long-term track record, and experience. We pursue a research-intensive approach, seeking long-term real returns across economic & market cycles and making decisions without giving weight to index composition, country weightings or momentum. Our unconstrained style is founded on the skills of our in-house research team, our belief that certain industries & sub-asset classes should simply be avoided and by investing in quality businesses that we have selected with rigor. ESG is fully integrated into our investment approach with sustainability being a key criterion for quality. Our mantra across all asset classes is “invest for the long-term; do your own research; and invest only in quality".