Published on 29 Feb 2024 on GuruFocus.com via Yahoo Finance
MS Global Franchise Portfolio Adjusts Holdings with a Notable Decrease in Reckitt Benckiser ...
Investment Moves Reflect a Discerning Strategy in the Fourth Quarter of 2023
MS Global Franchise Portfolio (Trades, Portfolio), known for its disciplined investment approach and focus on high-quality franchise businesses, has revealed its N-PORT filing for the fourth quarter of 2023. The portfolio, managed by a seasoned investment team, emphasizes companies with sustainable, high returns on invested capital, strong free cash flow generation, and robust intangible assets. The team's investment decisions are driven by a meticulous bottom-up stock selection process, ensuring that each holding aligns with their stringent criteria for quality and valuation.
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