Overview

The Credo Best Ideas Portfolio is a diversified portfolio (not a fund) of global equities which we believe to be well-positioned to outperform the wider equity market over the longer term.

The portfolio has a bias towards developed market, large capitalisation stocks. Our aim is to generate sustainable excess returns versus global market indices through careful stock selection.

Factsheet Equity Solutions Brochure

Equity Spotlight

Total Returners

Jason Spilkin |

Total Returners

The late Charlie Munger believed it’s better to pay a fair multiple for a quality...

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Wurst Case

Jason Spilkin |

Wurst Case

Germany is synonymous with high quality manufacturing - more so than their sense...

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A better tomorrow

Jason Spilkin |

A better tomorrow

In the old days, so-called “cancer sticks” were considered to be cool. Few from...

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