S3 - Ep 7 The Dynamic Brands Fund - Why the Consumer, Brands, & the Portfolio May 2023

Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet

This is an all encompassing audio presentation that discusses why anyone would want to invest in the theme of global household spending (it's a $40+ trillion a year theme), why the theme is the ideal core holding for a portfolio, why having dedication to the most relevant brands makes sense, and why the HSUTX fund is the easiest way to get the broad "lifestyle spending" allocation you need. I also remind listeners that most portfolios are chronically underweight the consumer stocks, which is a great complement to the growth stocks or growth funds/ETF's one might own. The Brands fund tends to be equal or underweight technology in favor of being overweight Consumer Discretionary and often, Consumer Staples brands. The best performing 2 sectors long-term are tech and consumer discretionary yet theres 3x more money invested in tech than in consumer stocks. That's the opportunity, having exposure to both sectors through the leading brands is an ideal core portfolio and gets you exposure to some of the most powerful beloved brands ever created. I show what a portfolio of great brands would have looked like going back 20 years to highlight how important "brand relevancy" really is. I also talk about the current portfolio of brands, which can change at any time. I describe the holdings through the sub-sectors of consumption we think are most powerful and enduring today.

If you would like to chat about brands and/or the fund, you can reach me at [e-mail] or check out the brands page:

https://www.globalbrandsmatter.com/dynamic-portfolio