BM Horizon Hunters Portfolio Overview:
The BM Horizon Hunters portfolio is designed to focus on small and mid-cap stocks with significant long-term growth potential. The investment philosophy centers around identifying companies with strong fundamentals that demonstrate the ability to grow earnings at a compounded annual growth rate (CAGR) of over 20%. The goal is to invest in such businesses early in their growth journey, holding them long enough to allow them to develop into large-cap companies.
This portfolio follows a buy-and-hold strategy, minimizing the need for frequent rebalancing. The focus is on businesses that are not influenced by short-term market trends or fleeting sectoral interests, but instead on those that consistently deliver value over time. Emphasizing both growth and value, the BM Horizon Hunters portfolio aims to maintain a stable approach, investing primarily in companies with sustainable earnings growth potential.
The portfolio is intentionally concentrated, holding a maximum of 15 stocks at any given time. This strategy ensures a focused approach, allowing each stock to have a meaningful impact on the overall performance. With up to 85% of the portfolio allocated to small and mid-cap stocks, it seeks to capture the growth potential inherent in these market segments.
Key investment themes for the BM Horizon Hunter portfolio include:
- Consumer: Companies that benefit from long-term demand and consumption trends.
- Banking & Financials: Institutions that play a critical role in supporting economic growth.
- Technology and Exports: Firms driving innovation or tapping into global markets.
- Healthcare: Businesses meeting evolving healthcare needs and demographic shifts.
The BM Horizon Hunters portfolio is crafted for investors seeking to invest in long-term, high-growth themes without constant intervention. It caters to those comfortable with a “buy and hold” approach, focusing on sustainable performance and value generation over time. With a sharp focus on growth sectors, this portfolio aligns with a strategic vision for wealth creation through steady, compounding gains.