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Targets exceptional growth companies that operate with competitive advantages in structurally attractive markets.
The 76research American Resilience Portfolio is designed to provide exposure to businesses that operate with competitive advantages in structurally attractive markets. The objective is to identify businesses that can survive and thrive across different macroeconomic environments and whatever geopolitical crises may unfold.
The holdings are intended as long-term investments to drive portfolio compounding with minimal need to realize taxable gains. Emphasis is placed on critical markers of business quality such as barriers to entry, physical scarcity of assets, balance sheet strength, effective capital allocation and durable long-term demand drivers.
These assessments are paired with careful consideration of valuation, risk and embedded expectations.
Focuses on businesses that have hard assets and strong pricing power, including select gold-related investments.
The 76research Inflation Protection Portfolio emphasizes business models that are expected to perform well on a relative basis in periods of elevated inflation. Holdings are typically drawn from industries based on supply constrained real assets (including commodity, energy and real estate businesses), companies that demonstrate superior pricing power, or gold-related investments.
Select PlanIntended for investors seeking long-term income growth and prioritizes sector leaders with high dividend yields.
The 76research Income Builder Portfolio is intended for income-oriented investors and is managed to generate an overall yield that is materially higher than broad equity indices.
The portfolio primarily includes stocks with above average dividend yields from a cross section of industries and may also include ETFs that offer exposure to fixed income instruments. While investments are screened for their income and income growth characteristics, specific holdings are chosen based on valuation and general business quality, growth and risk considerations.
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In our June 2023 pilot issue of the newsletter, we featured as our focus investment idea a large-cap REIT stock that outperformed the S&P 500 by more than 20% in the six months following initial publication. Click below for free access to this memo.
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