In today's 2024 brands portfolio update, I talk about the fund, HSUTX and its returns for 2024 as well as a look-back since inception 10/17/17. An allocation to leading global brands offers significant diversification benefits as well as return benefits. Brands tend to live in the sectors under-represented across indexes. The Fund is overweight Consumer Discretionary, Staples, Communication Services, and Financials vs the market. I talk about the holdings we own, their weight vs the benchmark and what we think will perform well in 2025.
For more information on investing in global brands: