Sustainable Growth Advisers

Sustainable Growth Advisers International Growth Strategy

Jun 2026Jun 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

  • AddedYum China HoldingsJun 2026
    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.
  • AddedAIA GroupJun 2026
    We added to the position on weakness, maintaining an above-average weight.
  • TrimmedFast RetailingJun 2026
    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.
  • TrimmedARM HoldingsJun 2026
    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 positionDiscoJun 2026
    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 positionSchneider ElectricJun 2026
    New positions in Schneider Electric and Disco were initiated during the quarter; the position in Wal-Mart de Mexico was exited on forced attrition.

Also held

Its investment theses

Every letter