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Unfair Advantage

Unfair Advantage
Writing about Companies with an Unfair Advantage
Unfair Advantage

18
Insights
4.6k
Views
6
Followers
Equity Bottom-Up • Cross Asset Strategy

Top Sectors

Consumer Discretionary
22%
Financials
17%
Information Technology
17%
Industrials
11%
Health Care
11%
Consumer Staples
11%
Communication Services
6%
Energy
6%

Top Verticals

Equity Bottom-Up
72%
Thematic (Sector/Industry)
28%

Top Entities

Leon's Furniture
3
Microsoft Corp
2
Hermes International
2
Pandora A/S
2
Novo Nordisk
2
Cogent Communications Holdings
2
Rain Industries
1
Crocs Inc
1
NVIDIA Corp
1
Tiffany & Co
1

Top Countries

United States
63.2%
Denmark
15.8%
Canada
10.5%
Hong Kong
5.3%
India
5.3%
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