Our Portfolio

The Storied Investor quality growth at a reasonable price currently contains the following European listed stocks

ASML

Atlas Copco

BE Semiconductor Industries

Diploma PLC

Experian

Games Workshop

Greggs

Ask a bunch of Brit’s to name the first thing that comes to mind when you say sausage roll and a bunch will say Greggs.

Halma

LVMH Moet Hennessy Louis Vuitton

Nestle

LOreal

Record

RELX

Scottish Mortgage Investment Trust