Pareto Global
Pareto Global is an equity fund investing in global companies in developed markets. The fund invests in companies with a solid market position and stable strong earnings ability.
Pareto Global is an equity fund investing in companies with sound ESG practices, a solid market position and a combination of stable and strong earnings ability.
Portfolio construction is bottom-up and stock specific, with large latitude to deviate from the index. Preferred industry attributes include barriers to entry, capital lightness, low political/regulatory risk and limited ex-posure to commodity prices. The concentrated portfolio seeks to maximize the long-term return by focusing on owning high-quality companies with sustainable competitive advantages. They must also have strong earnings power, a high profitability, sound balance sheets and lucrative growth opportunities.
