- Investing Ideas
- Global Spotless Management
Global Spotless Management
Results
94
Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.
94 companies
Microsoft
Market Cap: US$3.4t
Develops and supports software, services, devices, and solutions worldwide.
MSFT
US$441.31
7D
6.1%
1Y
-4.7%
Taiwan Semiconductor Manufacturing
Market Cap: NT$61.7t
Manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally.
2330
NT$2,380.00
7D
3.5%
1Y
140.4%
Samsung Electronics
Market Cap: ₩2293.3t
Engages in the consumer electronics, information technology and mobile communications, and device solutions businesses worldwide.
A005930
₩360,500.00
7D
20.6%
1Y
534.7%
AstraZeneca
Market Cap: UK£204.9b
A biopharmaceutical company, focuses on the discovery, development, manufacture, and commercialization of prescription medicines.
AZN
UK£132.14
7D
-5.3%
1Y
24.2%
Gilead Sciences
Market Cap: US$162.8b
A biopharmaceutical company, discovers, develops, and commercializes medicines in the areas of unmet medical need in the United States, Europe, and internationally.
GILD
US$127.57
7D
-4.6%
1Y
16.7%
Chugai Pharmaceutical
Market Cap: JP¥12.5t
Engages in the research, development, manufacture, sale, importation, and exportation of pharmaceuticals in Japan and internationally.
4519
JP¥7,465.00
7D
-5.2%
1Y
0.2%
Rheinmetall
Market Cap: €55.5b
Provides mobility and security technologies in Germany, Rest of Europe, North, Middle, and South America, Asia and the Near East, and internationally.
RHM
€1,190.00
7D
-3.8%
1Y
-35.1%
Thales
Market Cap: €46.6b
Provides various solutions in the defence and security, aerospace and space, and digital identity and security markets worldwide.
HO
€226.60
7D
-1.6%
1Y
-16.7%
Victory Giant Technology (HuiZhou)Ltd
Market Cap: CN¥343.3b
Engages in the research, development, production, and sale of high-precision printed circuit boards in China and internationally.
300476
CN¥353.44
7D
-6.8%
1Y
307.0%
Experian
Market Cap: UK£23.2b
Operates as a data and technology company in North America, Latin America, the United Kingdom, Ireland, Europe, the Middle East, Africa, and the Asia Pacific.
EXPN
UK£25.88
7D
0.3%
1Y
-29.5%
FirstRand
Market Cap: R504.1b
Provides transactional, lending, investment, and insurance products and services in South Africa, rest of Africa, the United Kingdom, and internationally.
FSR
R90.57
7D
-3.8%
1Y
21.6%
Hindustan Aeronautics
Market Cap: ₹2.9t
Engages in the design, development, manufacture, repair, overhaul, upgrade, and servicing of aircraft, helicopters, aero-engines, avionics, accessories, and aerospace structures in India and internationally.
HAL
₹4,264.10
7D
-3.4%
1Y
-14.0%
H & M Hennes & Mauritz
Market Cap: SEK 262.0b
Provides clothing, accessories, footwear, cosmetics, home textiles, and homeware for women, men, and children worldwide.
HM B
SEK 164.05
7D
1.4%
1Y
20.3%
Credicorp
Market Cap: US$27.1b
Provides various banking services and products in Peru, Bermuda, Colombia, Bolivia, Panama, Chile, the United States, the Cayman Islands, and Mexico.
BAP
US$343.93
7D
-2.2%
1Y
58.6%
Amadeus IT Group
Market Cap: €23.0b
Operates as a transaction processor for the travel and tourism industry in Europe, Central and South America, the Middle East, Africa, and Asia Pacific.
AMS
€54.46
7D
3.9%
1Y
-26.0%
Sieyuan Electric
Market Cap: CN¥161.4b
Engages in design, research and development, manufacturing, sale, service, and EPC of power transmission and distribution equipment in China and internationally.
002028
CN¥194.13
7D
-1.9%
1Y
170.8%
Pan American Silver
Market Cap: CA$32.4b
Engages in the exploration, mine development, extraction, processing, refining, and reclamation of mines in Chile, Peru, Brazil, Mexico, Canada, Argentina, Bolivia, and Guatemala.
PAAS
CA$76.38
7D
-0.08%
1Y
112.0%
Southwest Airlines
Market Cap: US$20.9b
Operates as a passenger airline company that provides scheduled air transportation services in the United States and internationally.
LUV
US$42.34
7D
0.1%
1Y
29.9%
Coca-Cola HBC
Market Cap: UK£15.4b
Engages in the production, sale, and distribution of non-alcoholic ready-to-drink beverages under franchise in Switzerland, West Coast of Ireland, Central and Eastern Europe, Nigeria, and internationally.
CCH
UK£42.16
7D
-1.5%
1Y
8.3%
National Atomic Company Kazatomprom JSC
Market Cap: US$9.2t
Explores for, produces, processes, markets, and sells uranium and uranium related products.
KAP
US$73.30
7D
3.4%
1Y
85.6%
Logitech International
Market Cap: CHF 14.5b
Through its subsidiaries, designs, manufactures, and markets software-enabled hardware solutions that connect people to working, creating, and gaming worldwide.
LOGN
CHF 101.15
7D
16.1%
1Y
47.3%
Vodacom Group
Market Cap: R291.6b
Provides communications products and services.
VOD
R150.90
7D
-1.6%
1Y
11.1%
Kaspi.kz
Market Cap: US$17.1b
Provides payments, marketplace, and fintech solutions for consumers and merchants in Kazakhstan, Azerbaijan, and Ukraine.
KSPI
US$88.64
7D
-4.5%
1Y
7.4%
CVC Capital Partners
Market Cap: €14.4b
A private equity and venture capital firm specializing in middle market secondaries, infrastructure and credit, management buyouts, leveraged buyouts, growth equity, mature, recapitalizations, strip sales, and spinouts.
CVC
€13.71
7D
3.5%
1Y
-15.0%
Zhongjin GoldLtd
Market Cap: CN¥112.4b
Engages in exploration, mining, beneficiation, and smelting of gold and other non-ferrous metals in China.
600489
CN¥23.13
7D
-1.5%
1Y
63.1%
Zhejiang Century Huatong GroupLtd
Market Cap: CN¥109.3b
Engages in the auto parts, Internet games, and artificial intelligence cloud data businesses in China and internationally.
002602
CN¥15.02
7D
1.3%
1Y
57.8%
Eastroc Beverage (Group)
Market Cap: CN¥109.0b
Engages in the manufacturing and distribution of beverages in the People’s Republic of China.
605499
CN¥143.96
7D
3.5%
1Y
-43.0%
Guangzhou Tinci Materials Technology
Market Cap: CN¥105.7b
Engages in the research, development, production, and sale of fine chemical materials in China and internationally.
002709
CN¥51.30
7D
-4.0%
1Y
196.2%
Zhejiang Juhua
Market Cap: CN¥103.2b
Engages in the research, development, production, and sale of chemical raw materials and products in China, the United Arab Emirates, and Hong Kong.
600160
CN¥38.79
7D
10.2%
1Y
44.7%
Emaar Development PJSC
Market Cap: د.إ54.7b
Develops and sells residential and commercial build-to-sell properties in the United Arab Emirates.
EMAARDEV
د.إ13.48
7D
-6.6%
1Y
3.7%
Endeavour Mining
Market Cap: CA$19.8b
Operates as a gold mining company in West Africa.
EDV
CA$79.84
7D
-4.2%
1Y
81.5%
Xiamen TungstenLtd
Market Cap: CN¥88.6b
Engages in the sale of tungsten, molybdenum, rare earth, battery materials, and other industrial products in China.
600549
CN¥60.01
7D
16.4%
1Y
196.1%
WT Microelectronics
Market Cap: NT$368.7b
Provides electronic component distribution services in the United States, Taiwan, Mainland China, and internationally.
3036
NT$290.50
7D
-1.9%
1Y
130.6%
Inner Mongolia Xingye Silver & Tin Mining
Market Cap: CN¥76.3b
Engages in the mining and beneficiation of non-ferrous and precious metals in China, Hong Kong, and Mongolia.
000426
CN¥42.08
7D
2.3%
1Y
198.7%
Harmony Gold Mining
Market Cap: R179.4b
Engages in the exploration, extraction, and processing of mineral properties in South Africa, Papua New Guinea, and Australia.
HAR
R287.10
7D
-0.8%
1Y
6.8%
Orion Oyj
Market Cap: €9.5b
Develops, manufactures, and markets human and veterinary pharmaceuticals and active pharmaceutical ingredients (APIs) in Finland, Scandinavia, rest of Europe, North America, and internationally.
ORNBV
€67.20
7D
-5.4%
1Y
10.1%