Strategy
Retail Brands
-2%
By Grow
1 Year Historical Return
Iconic consumer brands and retailers have durable customer loyalty and global distribution that outlast short-term retail cycles. On a set weekly cadence, the portfolio rebalances when any holding drifts more than 5% from its target weight.
Nike
17%
Costco
17%
Walmart
17%
Procter & Gamble
17%
PepsiCo
17%
Coca-Cola
17%
