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Hi Partner 👋
Welcome to Part II of Our Portfolio Update.
You missed Part I? You can read it here.
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Investing Masterclass: Quality investing in 2026
Join us for an insightful discussion on the most important trends shaping Quality Investing today.
📅 January 29, 2026 | 2 PM ET / 8 PM CET
🌐 Online Event
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Portfolio Update
Here are the essentials of Our Portfolio today:
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Our companies are fundamentally way healthier than the average company.
On top of that, our companies are now also cheaper than the S&P 500.
That’s exactly what we want to see.
We own fundamentally better companies and the market doesn’t seem to recognize it (yet).
Here’s how the Owner’s Earnings of Our Portfolio evolved over the past few years:
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Our companies have grown their value on average by +19.7% per year since 2015.
In Thursday’s article, you got an update about the first 9 positions of Our Portfolio.
Today itR