The 2Xideas Portfolio is concentrated in 15-20 high conviction stock ideas, each of which has the potential to double (a "2X" return) over a time horizon of 5 to 7 years. This portfolio construction enables us to fully benefit from the potential of each stock, whilst retaining the diversification benefits of a portfolio approach. The entry decision for a new investment is based on our rigorous and extensive research process which culminates in the publication of an Investment Case.
In our quarterly and annual Portfolio Review we provide a performance review, discuss the portfolio changes, and summarize the Research we have published during the quarter.
The performance shown below is the composite return of our Portfolio investment strategy in USD. The actual performances of the different investment options can be found in the respective factsheets.