← All themes

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
GCA
Gideon Capital Advisors
New York
$0 -$1.18M 0 – Closed
1302
GP
GLG Partners
United Kingdom
$0 -$892K 0 – Closed
1303
GEM
Global Endowment Management
North Carolina
$0 -$3.16M 0 – Closed
1304
GACM
Green Arrow Capital Management
New York
$0 -$8.04M 0 – Closed
1305
GCA
Greenwood Capital Associates
South Carolina
$0 -$2.35M 0 – Closed
1306
HHGA
Halbert Hargrove Global Advisors
California
$0 -$326K 0 – Closed
1307
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$0 -$1.02M 0 – Closed
1308
HM
HealthCor Management
New York
$0 -$26.4M 0 – Closed
1309
HIP
Hengistbury Investment Partners
United Kingdom
$0 -$29.1M 0 – Closed
1310
HCM
Hollencrest Capital Management
California
$0 -$255K 0 – Closed
1311
Hood River Capital Management
Hood River Capital Management
Florida
$0 -$7.96M 0 – Closed
1312
HH
HWG Holdings
Texas
$0 -$382K 0 – Closed
1313
ICRM
Insight Capital Research & Management
California
$0 -$2.96M 0 – Closed
1314
IIM
Ipswich Investment Management
Massachusetts
$0 -$201K 0 – Closed
1315
JC
Joho Capital
New York
$0 -$78.6M 0 – Closed
1316
LFR
Lehman Financial Resources
Pennsylvania
$0 -$24K 0 – Closed
1317
LWA
Lenox Wealth Advisors
New York
$0 -$26K 0 – Closed
1318
LCM
LG Capital Management
Maryland
$0 -$5.64M 0 – Closed
1319
LSA
L & S Advisors
California
$0 -$3.65M 0 – Closed
1320
MCC
Malaga Cove Capital
California
$0 -$4.91M 0 – Closed
1321
MIU
Man Investments (UK)
United Kingdom
$0 -$4.22M 0 – Closed
1322
MAMU
Marathon Asset Management (UK)
United Kingdom
$0 -$43.7M 0 – Closed
1323
MPEM
Marathon Partners Equity Management
New York
$0 -$3.65M 0 – Closed
1324
Marsico Capital Management
Marsico Capital Management
Colorado
$0 -$55.1M 0 – Closed
1325
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$0 -$11.4M 0 – Closed