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Discover the NHM Capital Global Opportunity Strategy
a concentrated portfolio of 20-25 high-conviction global equities designed for active management and adaptability.
Concentrated Portfolio
The strategy maintains a focused portfolio of 20-25 high-conviction global listed equities, allowing for in-depth research and analysis of each holding.
Active Management
The strategy aims at a turnover rate of 25-50% per year, striking a balance between high-conviction positions and the flexibility to adapt to changing fundamentals.
Position Limits
To balance high conviction with prudent risk management, individual stock exposure is capped at 10%, while sector allocation is limited to 20%.
Size and Liquidity Requirements
To allow for frictionless entry and exit of positions any stock selected for the Global Opportunity Strategy needs to have a market cap of at least USD 1 billion and sufficient daily trading volume.
Geographic Allocation
The strategy typically allocates 50-70% of the portfolio to US-based companies. The remaining 30-50% is invested in international equities in developed and emerging markets.
Currency Risk Considerations
The strategy embraces inherent currency risks, particularly USD exposure, as an integral part of its approach.
Focus on Stock Selection
Rather than attempting to time the market, the strategy maintains a consistently high equity allocation, focusing on selecting investments in suitable companies
Minimum Investment
We maintain a barrier to entry with a minimum investment of €250,000, ensuring our clientele consists of sophisticated investors who understand and appreciate our long-term approach.