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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
Bahl & Gaynor
Bahl & Gaynor
Ohio
$28M +$394K 4 0.43% Increased
277
RCM
Roystone Capital Management
New York
$28M +$26.8M 1 1.09% New
278
Alyeska Investment Group
Alyeska Investment Group
Illinois
$27.8M +$13.4M 1 0.62% Increased
279
Natixis Advisors
Natixis Advisors
Massachusetts
$27.8M +$9.44M 6 0.4% Increased
280
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$27.8M -$1.42M 3 0.46% Reduced
281
PIM
Platinum Investment Management
Australia
$27.7M $0 1 0.48% Maintained
282
KCM
Kingdon Capital Management
New York
$27.2M -$8.34M 3 1.04% Reduced
283
Nordea Investment Management
Nordea Investment Management
Sweden
$27.1M +$3.43M 6 0.11% Increased
284
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$27.1M +$10.7M 1 0.39% Increased
285
SIM
Sprucegrove Investment Management
Ontario, Canada
$26.7M -$14.1M 1 0.45% Reduced
286
Stifel Financial
Stifel Financial
Missouri
$26.6M -$1.67M 6 0.24% Reduced
287
Placemark Investments
Placemark Investments
Illinois
$26.6M +$4.22M 6 0.48% Increased
288
Capital Guardian Trust
Capital Guardian Trust
California
$26M -$110M 2 0.18% Reduced
289
GIM
Greylin Investment Management
Virginia
$25.9M +$15.8M 1 6.24% Increased
290
Balyasny Asset Management
Balyasny Asset Management
Illinois
$25.5M -$21.2M 2 0.29% Reduced
291
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$25.5M +$17.1M 3 0.78% Increased
292
CAM
Coronation Asset Management
South Africa
$25.2M +$10.3M 1 1.52% Increased
293
Edge Asset Management
Edge Asset Management
Washington
$25M +$7.65M 2 0.25% Increased
294
TL
Tirschwell & Loewy
New York
$24.9M -$193K 1 4.04% Reduced
295
GW&K Investment Management
GW&K Investment Management
Massachusetts
$24.9M +$1.99M 1 0.63% Increased
296
Eaton Vance Management
Eaton Vance Management
Massachusetts
$24.8M -$4.77M 4 0.07% Reduced
297
OAM
Oxford Asset Management
United Kingdom
$24.6M +$12.1M 2 0.8% Increased
298
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$24.5M +$16.4M 7 0.1% Increased
299
HI
Honeywell International
North Carolina
$24.3M $0 1 0.56% Maintained
300
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$24.2M +$25.1M 1 0.54% New
10 11
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