David Stevenson's Adventurous Investor Newsletter

David Stevenson's Adventurous Investor Newsletter

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David Stevenson's Adventurous Investor Newsletter
David Stevenson's Adventurous Investor Newsletter
Investment Ideas: The Elite companies the elite fund managers buy and introducing the Prysmian Group

Investment Ideas: The Elite companies the elite fund managers buy and introducing the Prysmian Group

We dig a bit deeper into an Italian play on the digitisation and electrification of everything. Plus Citywire on Elite UK companies

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David Stevenson
Feb 28, 2024
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David Stevenson's Adventurous Investor Newsletter
David Stevenson's Adventurous Investor Newsletter
Investment Ideas: The Elite companies the elite fund managers buy and introducing the Prysmian Group
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Elite UK Companies

Citywire runs a valuable database called Elite Companies, which tracks the top global stocks owned by elite active fund managers. The idea is simple in concept - track the most consistent managers, track their top holdings, and then rank those companies by the weight of the holding (a bigger holding gets more points) - alongside the r…

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