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Luxury Funds

Luxury Funds. Team Lux Lin Bo Dr . Mikalai Malinouski Dr. Goran Malojcic June 2 nd 2013. Strategy Overview for team LUX. I nvesting in Companies that Provide L uxury G oods or Services to Customers C ompanies with Strong Brand Recognition C ompanies Successful in Emerging M arkets

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Luxury Funds

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  1. Luxury Funds

    Team Lux Lin Bo Dr. MikalaiMalinouski Dr. GoranMalojcic June 2nd 2013
  2. Strategy Overview for team LUX Investing in Companies that Provide Luxury Goods or Services to Customers Companies with Strong Brand Recognition Companies Successful in Emerging Markets (e.g.: China, India, Russia, etc.) Companies That are Able to Satisfy Local Demand and Tastes, Without Losing the Global Brand Heritage
  3. Luxury Brand Funds Julius Baer Multistock - Luxury Brands Fund Credit Suisse SICAV (Lux) Equity Luxury Goods
  4. Julius Baer Multistock - Luxury Brands Fund Open-End Investment Fund (Luxembourg) Long-Term Capital Growth by Investing in Companies Worldwide Which Own Established Brands and Offer Products and Services in the Luxury Goods Sector
  5. Top Fund Holdings
  6. Credit Suisse SICAV (Lux) Equity Luxury Goods Invests Globally in Leading Luxury Goods Companies Offers Access to Themes Including the Rise of the Chinese Luxury Market, and the Overall Growth Potential of the Emerging Consumer, as well as Exposure to Emerging Brands in the Luxury goods industry Unconstrained, Non-Benchmark Oriented Approach to Identify Attractively Valued Companies Positioned to Benefit From the Luxury Goods Theme
  7. Top Fund Holdings
  8. Sectors in %
  9. research methodology NYSE Publicly Traded Companies in Luxury Sector Selection Criteria: Healthy Financial Situation Pre-Tax Profits Net Revenue … Sales and % Sales of Luxury Goods/Services in Emerging Markets % Sales of Luxury Goods or Services in Emerging Markets 20% - 60% Increase in Dividend Payment Companies to Invest for Portfolio
  10. Some of our Picks Tiffany’s COACH LVMH Estee Lauder Burberry
  11. Benchmarks
  12. Trading model indicators & statistics By the end of 2011, there are 1.9 million high net worth individuals in the BRICS countries, with combined wealth of $7.5 trillion Compared to US (Los Angeles: 950, NYC: 2,929), BRIC represents an already lucrative market, and has great future potential Statistics such as # high net worth individuals in BRIC will be watched to steer the direction of fund investment Source: WealthInsighthttp://bricsonfocus.blogspot.com/2012/12/emerging-multimillionaires.html * Ultra-high net worth individuals are defined as means people with $30 million or more
  13. Trading model indicators In 2008, for the first time in history, the percentage of the richest 100 world billionaires in emerging markets (37 out of 100, or 37%) is greater than the percentage of the top 100 billionaires in the U.S. (32 out of 100, or 32%). * The chart above was created using the Forbes annual rankings of world billionaires
  14. We will continue to follow these market reports for investment decisions http://www.deloitte.com/assets/dcom-unitedstates/local%20assets/documents/fsi/us_fsi_next%20decade%20in%20global%20wealth%20executive%20summary_050411.pdf http://www.reuters.com/article/2011/05/04/wealth-millionaires-idUSN0310259120110504 http://www.theatlantic.com/business/archive/2011/05/the-millionaires-are-growing/238410/
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