Sustainable Growth Advisers
Sustainable Growth Advisers International Growth Strategy
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 12 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Sustainable Growth Advisers for every strategy.
What it bought and sold
We added to the position on weakness, maintaining a below-average weight.
- ExitedWal-Mart de MexicoJun 2026
Wal-Mart de Mexico, leading food and general merchandise retailer in Mexico and Central America, was liquidated during the quarter.
We added to the position on weakness, maintaining an above-average weight.
Positions in Arm Holdings, Fast Retailing, and L’Oreal were trimmed on strength, while Haleon and Universal Music Group were trimmed due to slower growth outlooks.
Positions in Arm Holdings, Fast Retailing, and L’Oreal were trimmed on strength, while Haleon and Universal Music Group were trimmed due to slower growth outlooks.
New positions in Schneider Electric and Disco were initiated during the quarter; the position in Wal-Mart de Mexico was exited on forced attrition.
New positions in Schneider Electric and Disco were initiated during the quarter; the position in Wal-Mart de Mexico was exited on forced attrition.