S2 - Ep 3 - 2021 Brands Fund Letter - Audio version

Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet

This is the audio version of our 2021 Brands Fund Letter. Welcome to Mr. Toads Wild Ride market in 2021.

I highlight the kind of market environment we had in 2021, what we see for 2022 and how we are positioned.

I talk about the spending categories we are invested in as well as which brands are the most relevant based on our analysis.

I talk about the distortions that have been created through Covid and what we see normalizing in 2022.

I show how the fund has performed in the 2 year stack of 2020 & 2021 - hint - we outperformed the S&P 500 ~575 bps annual due to a strong 2020 Covid stage 1 year. I compare the fund to the S&P 500 and a plain vanilla, traditional ETF-only blend which lagged the S&P 500 by roughly 300bps annual with this blend. The ETF’s & weights we used for this analysis are: SPY(15%), QQQ(25%), SPHD (20% - low vol, high dividend), IWS (5% - mid-cap value), IWP (5% - mid-cap growth), IWN (5% - small-cap value), VGK (5% - broad based Europe), GEM (5% - emerging markets), IWD (15% - large cap value). This is a fairly typical broad market portfolio using ETF's.

If you would like to read the commentary, please email me at [e-mail] and Ill send you the PDF.

I will post the commentary on the www.globalbrandsmatter.com homepage soon.