Dynamic Brands: November Audio Presentation With Slides

Dynamic is a flexible equity strategy that allocates assets without regard to style (value/growth), market cap (small, mid, large) or geography (domestic or international). Dynamic is ideal as the CORE allocation to an equity portfolio as well as being appropriate for smaller pools of assets given it offers instant asset allocation on a global basis.

These are the characteristics of a Mega Brand and those that have the best opportunity to reach the $1 trillion market cap club:

  • Customer obsessed

  • A corporate culture of innovation and self-disruption

  • Sell products and services that are in high demand

  • Have strong brand-love from customers

  • Serve a global addressable market opportunity

  • Appeal to multiple demographic groups

Dynamic Global Brands Geographic Exposure: As of 10/14/2020

A Global Approach to Tracking Consumer Spending Trends

PORTFOLIO BASKETS

The CORE of Dynamic will ALWAYS be MEGA BRANDS

Mega BrandS: Industry leaders, market share takers

Innovator/Disruptor BrandS

Tactical/Opportunistic BrandS