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Alcohol

Brewers, distillers, and winemakers sell brands with very long lives and steady pricing power. Volumes are flat in mature markets, so growth has to come from premium products and from newer ones.

24 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1901
IEQ Capital
IEQ Capital
California
$0 -$482K 0 – Closed
1902
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$0 -$229M 0 – Closed
1903
IndexIQ Advisors
IndexIQ Advisors
New York
$0 -$2K 0 – Closed
1904
ICM
Intrepid Capital Management
Florida
$0 -$448K 0 – Closed
1905
JWM
JGP Wealth Management
Oregon
$0 -$697K 0 – Closed
1906
JP
JNE Partners
United Kingdom
$0 -$362K 0 – Closed
1907
KFI
Key Financial Inc
Pennsylvania
$0 -$79K 0 – Closed
1908
LSA
Lion Street Advisors
Texas
$0 -$18K 0 – Closed
1909
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$0 -$266K 0 – Closed
1910
Maple Rock Capital Partners
Maple Rock Capital Partners
Ontario, Canada
$0 -$8.74M 0 – Closed
1911
Marshall Wace Asia
Marshall Wace Asia
Hong Kong
$0 -$2K 0 – Closed
1912
MIAS
Mason Investment Advisory Services
Virginia
$0 -$577K 0 – Closed
1913
MCM
Matarin Capital Management
New York
$0 -$2.15M 0 – Closed
1914
MWM
MBE Wealth Management
Wisconsin
$0 -$7K 0 – Closed
1915
MHS
M Holdings Securities
Oregon
$0 -$703K 0 – Closed
1916
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$0 -$2.73M 0 – Closed
1917
NEIRG
New England Investment & Retirement Group
Massachusetts
$0 -$12K 0 – Closed
1918
NR
Newfound Research
Massachusetts
$0 $0 0 – Closed
1919
NO
Ninety One
South Africa
$0 -$159K 0 – Closed
1920
Northeast Financial Consultants
Northeast Financial Consultants
Connecticut
$0 -$1.08M 0 – Closed
1921
OGC
Oak Grove Capital
New Hampshire
$0 -$247K 0 – Closed
1922
OCAM
Onex Canada Asset Management
Ontario, Canada
$0 -$1.78M 0 – Closed
1923
PCMK
Paragon Capital Management (Kansas)
Kansas
$0 -$13K 0 – Closed
1924
PRC
Pearl River Capital
Michigan
$0 -$7K 0 – Closed
1925
Personal Capital Advisors
Personal Capital Advisors
California
$0 -$253K 0 – Closed