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Ep 1 - Mega-Brands: An introduction to Mega-Brands & our Brand Relevancy Scoring System

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Manage episode 291020324 series 2918135
内容由Eric Clark提供。所有播客内容(包括剧集、图形和播客描述)均由 Eric Clark 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

This is the kick-off episode of the Mega-Brands Podcast Series where we discuss the $44 trillion global consumption investment opportunity with particular emphasis on the Brands that are resonating with global customers. I explain our proprietary Brand Relevance Scoring System, why it was created and what qualitative and quantitative factors are utilized. I'll list the highest ranked 25 Brands from the 2019 Brands Index and talk about the portfolio value these names would have added looking backward. Using some return assumptions going forward, I talk about when some of these great brands could reach the $1 trillion market cap club. Our goal is to invest in the Mega-Trends happening around the world through an allocation in the most relevant brands serving consumers and businesses. We focus on lifetime spending categories and the brands that appear best positioned to benefit from these Mega-Trends. Our goal is to produce strong investment returns primarily by investing in a well recognized, "know what you own" portfolio.

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Manage episode 291020324 series 2918135
内容由Eric Clark提供。所有播客内容(包括剧集、图形和播客描述)均由 Eric Clark 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

This is the kick-off episode of the Mega-Brands Podcast Series where we discuss the $44 trillion global consumption investment opportunity with particular emphasis on the Brands that are resonating with global customers. I explain our proprietary Brand Relevance Scoring System, why it was created and what qualitative and quantitative factors are utilized. I'll list the highest ranked 25 Brands from the 2019 Brands Index and talk about the portfolio value these names would have added looking backward. Using some return assumptions going forward, I talk about when some of these great brands could reach the $1 trillion market cap club. Our goal is to invest in the Mega-Trends happening around the world through an allocation in the most relevant brands serving consumers and businesses. We focus on lifetime spending categories and the brands that appear best positioned to benefit from these Mega-Trends. Our goal is to produce strong investment returns primarily by investing in a well recognized, "know what you own" portfolio.

  continue reading

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