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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

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