Investing $100 000 in equities on a 5 years time horizon. Here is the challenge we presented to four portfolio managers. Keith Farrant mentions at the outset that the usual portfolio composition at Claret contains 50 to 75 securities. The firm uses a bottom up approach based on fundamental analysis. “We do not do macroeconomic analysis, we usually do not rely on specific sectors and we do not try to forecast market movements either.”
