What we don’t own…
AXIAM’s investment strategy is clear. We buy shares in the best companies in the world. We invest in the top 50 consumer brand companies in the world.
2020
Where are the world’s best brands?
AXIAM constructs concentrated portfolios consisting of a handful of carefully selected companies, mostly domiciled in the United States.
Where are the world’s best brands? Read more
Survive and Thrive through the Pandemic
The earnings for the quarter ended 31 March 2020 provided the opportunity to see part of the damage inflicted by the coronavirus on our companies and the market in general. The coronavirus has caused a shock to the global economy, so we need to assess how our companies will make it through. Our investment
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End of the bull market & COVID-19
This is our most important Blog since August 2008. The S&P 500 declined from a peak of 3 393 in late February 2020 to 2 478 as of the 12th of March 2020, representing a 27% decline in just over three weeks. The idea that markets can fall rapidly is not new for
End of the bull market & COVID-19 Read more
1000% Return
Is it possible to achieve returns of a 1,000% (10x your original capital) from your investments? These returns are possible, and even likely, if investors behave correctly.