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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

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John William Olsen has structured his strategy and setup around his long-term focused investment philosophy

For more than 18 years, John William Olsen has successfully followed his long-term focused investment philosophy, first at Danske Bank and now at M&G Investments. Learn about his portfolio construction and how he has structured his work to help maintain his long-term focus. Read about what kind of companies he owns and why he thinks WH Smith is misunderstood.

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

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