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Trading Insights: Data in the discretionary investment process with AKO Capital’s CEO

Making Sense

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Investing in Quality Companies

This chapter explores the critical role of investing in high-quality companies to generate alpha, focusing on stable industry structures like duopolies. It discusses the importance of long-term investment strategies, emphasizing the need for a minimum three-year holding period to optimize returns while monitoring for signs of competitive erosion. Additionally, it highlights the collaborative efforts of specialized teams within an investment firm that assess, validate, and analyze company performance through data-driven insights.

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