Terry Smith is known for a simple but disciplined approach: buy high-quality businesses and hold them for the long term.
In this episode of PortfolioCasts, we break down the Fundsmith portfolio and discuss holdings across technology, healthcare, consumer, and industrial sectors — including Microsoft, Visa, Meta, Stryker, and IDEXX.
We explore how Smith thinks about business quality, capital efficiency, and long-term compounding — and what investors can learn from Fundsmith’s portfolio construction.
Educational purposes only. Not financial advice. Any figures discussed are approximate.
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