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 Portfolios Brochure

Equity Spotlight

ESG Capture

Jason Spilkin |

ESG Capture

According to President Reagan, the most terrifying words in the English language are: “I’m from the...

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Contrasts

Jason Spilkin |

Make something of yourself

America, they say is the land of opportunity. The tale of Thomas Peterffy and Interactive Brokers (“IBKR”), which...

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Stealth

Jason Spilkin |

Shell’s stealth dividend

“Arbitrage” is a fancy word which is often used in the finance industry. Essentially it means taking advantage of...

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