Insights from leading investors and experts Join the free newsletter Sign up now Read selected articles below North Media’s 80-year-old founder has outperformed with his buy-and-hold investments in IT, payments, and other growth industries At the end of Q2, North Media’s equity portfolio made up 48% of its market cap. Majority owner Richard Bunck has outperformed the market by 49% since 2016. Some ways Bunck gains an edge includes trying to shield himself from all outside advice, his long-term focus, and he has a lot of experience from both the IT space and from running a business I N T E R V I E W Through in-depth research, Andreas Aaen has put together a unique portfolio of small founder-led companies and built an impressive track record Since Aaen launched Symmetry Invest in 2013, the IRR has been 17%. He combines his accounting background and his focus on the human side of running a business to find attractive small cap investments. Learn about how he invests, what characterizes the companies he owns and two interesting cases from his portfolio I N T E R V I E W The Fundsmith portfolio – Big changes without changing much Terry Smith has significantly outperformed the market by owning high-quality growth companies. The portfolio’s sector exposure has changed a lot. Holdings in consumer staples have been cut by 25 percentage points. See what they bought instead and see the statistics on Fundsmith’s main reasons for selling a company. Also, learn which portfolio company Smith would own for the next 15 years if he could only select one. A N A L Y S I S Join the free North Star Investor Newsletter Sign up to get more articles – We will send you some articles from the archive and new articles as they are publishedBe inspired by how other equity investors work and learn about some of their favorite holdingsWe promise not to spam you. The activity level varies but we will usually send one mail per month and no more than two * indicates required Email Address * Name * Reader type * Professional Investor Private Investor Other