Investec American Franchise Fund I Acc GBP
|Microsoft Corp||7.67 %|
|Visa Inc Class A||7.65 %|
|Alphabet Inc Class C||5.54 %|
|VeriSign Inc||5.43 %|
|Mastercard Inc A||4.06 %|
|Booking Holdings Inc||3.88 %|
|Becton, Dickinson and Co||3.63 %|
|Stryker Corp||3.52 %|
|S&P Global Inc||3.51 %|
|O'Reilly Automotive Inc||3.27 %|
|United States||93.95 %|
|Financial Services||29.55 %|
|Consumer Defensive||11.79 %|
|Consumer Cyclical||10.30 %|
Michael is a Portfolio Manager responsible for managing the American Equity Fund and an analyst in the Quality team. In addition to portfolio manager responsibilities, Michael is also focused on stock analysis and selection; as well as ongoing holding review for our Global Quality equity strategies including the flagship Global Franchise fund. Prior to joining the firm, Michael spent three years at Momentum Asset Management as an Equity Research Analyst and a year at Deloitte Actuarial and Insurance Solutions as an Actuarial Analyst. Michael holds a Bachelor of Science (Hons) degree in Actuarial Science from the University of Witwatersrand. He is a Fellow of the Institute of Actuaries (UK) and a CFA Charterholder.
Data provided by Morningstar.
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