Featured Portfolio:
The Beanstalk Global 15 Portfolio
'President Trump’s policies have reduced the attractiveness of the US as a destination for investment. Tariffs, for example, are likely to reduce growth in a way that is not immaterial. Inflation in the short term could experience an uplift. The revenue raised from tariffs will be positive for government revenue. Nevertheless, the lower tax receipts generated from the resulting weaker economy could negate the benefits of the tariff revenues raised...Economic theory is clear that tariffs create a dead-weight loss.' Beanstalk Global 15 Report 30 June 2025
* 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.