• Wesfarmers shows the risk of acquisition-based growth read here

A Brand New World

09072018 global

A Brand New World

If you want exposure to the best and biggest brands across all sectors then you need to invest globally. With data from Forbes and imagery courtesy of Visual Capitalist, today’s fun chart below shows the world’s 100 most valuable brands, worth over $2 trillion in aggregate.

Each circle represents one of the hundred brands, with each colour representing the industry in which the brand operates, and the size of the circle representing the value of the brand.Screen Shot 2018-07-09 at 9.02.36 am

Apple is the clear leader, with a brand value of $183 billion. The technology sector more broadly is the best represented sector with 20 brands worth a total of $873 billion. But what about geography?

There are plenty of brands from the United States, many that operate in Europe and even prominent logos form Asia. How many do you see from Australia? And that’s the point. If you want to be able to share in the prosperity of the biggest brands as they get bigger, then you need to be invested globally.

How many of these names do you recognise from the Montgomery Global Fund stable over the past 3 years since the strategy launched?

Christopher is a Portfolio Manager at Montgomery Global Investment Management. Christopher joined Montgomery in January 2015 after spending more than four years at LFG, the private investment group of the Lowy family, where he was most recently a senior member of the research team based in New York. Prior to this Christopher worked as a research analyst at One East Partners, a hedge fund based in New York, and as an investment banker at Goldman Sachs in Sydney.

This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.

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3 Comments

  1. Jesse Meredith
    :

    Hi Christopher,

    Is there an estimated time of release for the MGF June monthly report? I look forward to reading these each month and they generally are available within a week of months end. Cheers.

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