Featured Portfolio:
The Beanstalk Global 15 Portfolio
'The Sumitomo Chemical Company share price rallied 30% since purchases were made in February. This rally gained further ground upon the announcement that Aramco was to become the majority shareholder in Petro Rabigh, an integrated refining and petrochemical complex in Saudi Arabia. Aramco purchased shares in Petro Rabigh from Sumitomo Chemical for $702m. This transaction was seen to be an effective pathway that was more consistent with the strategic direction of Sumitomo Chemical..' Beanstalk Global 15 Report 31 December 2024
* Inception date 1/1/2013. Returns net of costs but not fees. Returns unaudited. Returns greater than one year are annualised. The MSCIACWorldF is the MSCI All Countries World Free Index in $A.
The Six-Monthly Global 15 Report - Dec 2023
There are more than 40,000 companies listed across global exchanges.
This is more than twenty times the number of stocks listed on the Australian market.
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The Beanstalk Global 15 Portfolio searches the world for the most compelling investment opportunities and invests in only fifteen of these businesses. ​
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Beanstalk identifies large divergences in relative value across global businesses and aims to exploit these differences to generate sizeable financial rewards with the potential for excess returns over the long-term.