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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
1301
I
IberiaBank
Louisiana
$0 -$471K 0 – Closed
1302
ICOA
Investment Centers of America
North Dakota
$0 -$241K 0 – Closed
1303
ICAS
Investors Capital Advisory Services
Massachusetts
$0 -$218K 0 – Closed
1304
ICM
IronBridge Capital Management
Illinois
$0 -$452K 0 – Closed
1305
JCP
Jabre Capital Partners
Switzerland
$0 -$14.5M 0 – Closed
1306
JWM
Jacobus Wealth Management
Wisconsin
$0 -$106K 0 – Closed
1307
JEW
Jamison Eaton & Wood
New Jersey
$0 -$30K 0 – Closed
1308
JWA
JFS Wealth Advisors
Pennsylvania
$0 -$391K 0 – Closed
1309
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$0 -$5.53M 0 – Closed
1310
KIG
Kessler Investment Group
Indiana
$0 -$10K 0 – Closed
1311
KMC
Kirr Marbach & Co
Indiana
$0 -$10.2M 0 – Closed
1312
LAM
Lingohr Asset Management
Germany
$0 -$2.56M 0 – Closed
1313
LSV Asset Management
LSV Asset Management
Illinois
$0 -$107K 0 – Closed
1314
Magnetar Financial
Magnetar Financial
Illinois
$0 -$2.5M 0 – Closed
1315
MAM
Mark Asset Management
New York
$0 -$82K 0 – Closed
1316
MCG
Meru Capital Group
New York
$0 -$7.25M 0 – Closed
1317
MFS
Monetta Financial Services
Illinois
$0 -$1.34M 0 – Closed
1318
New Mountain Vantage Advisers
New Mountain Vantage Advisers
New York
$0 -$24.5M 0 – Closed
1319
NCM
Northroad Capital Management
New York
$0 -$715K 0 – Closed
1320
OC
Oarsman Capital
Wisconsin
$0 -$245K 0 – Closed
1321
OAM
Orinda Asset Management
California
$0 -$89K 0 – Closed
1322
PCMK
Paragon Capital Management (Kansas)
Kansas
$0 -$70K 0 – Closed
1323
Parnassus Investments
Parnassus Investments
California
$0 -$3.71M 0 – Closed
1324
PC
Passport Capital
California
$0 -$247K 0 – Closed
1325
PAA
Peregrine Asset Advisers
Oregon
$0 -$2.35M 0 – Closed