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Luxury & Affluent Consumer

Luxury sells scarcity and heritage rather than utility, which lets prices rise faster than costs. Demand concentrates in a narrow band of very wealthy customers and in a few travelling nationalities.

40 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
276	SIC Schwartz Investment Counsel Plymouth, Michigan	$27M	+$26.6M	2	2.69%	New
277	Weiss Multi-Strategy Advisers New York	$26.8M	+$27.3M	7	0.78%	New
278	ACI AMP Capital Investors Sydney, Australia	$26.7M	+$26.9M	4	0.21%	New
279	PP PDT Partners New York	$26.3M	+$26M	7	0.65%	New
280	FIM FourPoints Investment Managers Paris, France	$26M	+$25.6M	1	2.6%	New
281	Stifel Nicolaus & Co St Louis, Missouri	$25.6M	+$25.1M	4	0.46%	New
282	Marsico Capital Management Denver, Colorado	$25.4M	+$26M	2	0.16%	New
283	NIMC NWQ Investment Management Company Los Angeles, California	$25.3M	+$25.8M	1	0.22%	New
284	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$25.2M	+$23.8M	1	0.38%	New
285	LI LMCG Investments Boston, Massachusetts	$25M	+$24.6M	3	0.65%	New
286	Sculptor Capital New York	$23.8M	+$22.7M	2	0.07%	New
287	Bahl & Gaynor Cincinnati, Ohio	$23.7M	+$24.6M	3	0.45%	New
288	RGI River Global Investors London, United Kingdom	$23.5M	+$23.2M	1	3.81%	New
289	LOAMU Lombard Odier Asset Management (USA) New York	$22.8M	+$22M	1	1.28%	New
290	Stock Yards Bank & Trust Louisville, Kentucky	$22.8M	+$23M	4	2.53%	New
291	BII Baring International Investment London, United Kingdom	$22.7M	+$23M	1	0.98%	New
292	PIM Platinum Investment Management Sydney Australia 2000, Australia	$22.6M	+$23.5M	1	0.43%	New
293	Thrivent Financial for Lutherans Minneapolis, Minnesota	$22.3M	+$21.2M	8	0.14%	New
294	RCIM Russell Clark Investment Management London, United Kingdom	$22.3M	+$22M	1	9.46%	New
295	Jacobs Levy Equity Management Florham Park, New Jersey	$22.3M	+$22.9M	5	0.39%	New
296	Sit Investment Associates Minneapolis, Minnesota	$22.2M	+$21.6M	3	0.45%	New
297	Capital International Los Angeles, California	$22.1M	+$22M	2	1.37%	New
298	Mawer Investment Management Calgary, Alberta, Canada	$21.9M	+$21.5M	1	0.81%	New
299	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$21.8M	+$22M	7	0.17%	New
300	Macquarie Group Sydney, NSW 2000, Australia	$21.8M	+$21.5M	8	0.05%	New