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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
1976
MS
Madden Securities
Texas
$0 -$367K 0 – Closed
1977
MCM
Mainstay Capital Management
Michigan
$0 -$200K 0 – Closed
1978
Melvin Capital Management
Melvin Capital Management
New York
$0 -$696M 0 – Closed
1979
MIM
Meridiem Investment Management
United Kingdom
$0 -$191K 0 – Closed
1980
Modera Wealth Management
Modera Wealth Management
New Jersey
$0 -$210K 0 – Closed
1981
MLM
Mount Lucas Management
Pennsylvania
$0 -$1.61M 0 – Closed
1982
MA
Mutual Advisors
Nebraska
$0 -$227K 0 – Closed
1983
NICM
Neo Ivy Capital Management
New York
$0 -$160K 0 – Closed
1984
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$0 -$3.61M 0 – Closed
1985
Nishkama Capital LLC
Nishkama Capital LLC
Puerto Rico
$0 -$2.49M 0 – Closed
1986
NRCM
Northern Right Capital Management
Connecticut
$0 -$10.6M 0 – Closed
1987
NAG
Northstar Advisory Group
New Jersey
$0 -$1.43M 0 – Closed
1988
NF
Nvest Financial
New Hampshire
$0 -$283K 0 – Closed
1989
ODG
O'Dell Group
Ohio
$0 $0 0 – Closed
1990
OCAM
Onex Canada Asset Management
Ontario, Canada
$0 -$218K 0 – Closed
1991
OSIA
O'Shares Investment Advisers
Massachusetts
$0 -$2.35M 0 – Closed
1992
PAG
Paladin Advisory Group
Iowa
$0 -$235K 0 – Closed
1993
PM
Parametrica Management
Hong Kong
$0 -$273K 0 – Closed
1994
PFG
PAX Financial Group
Texas
$0 -$721K 0 – Closed
1995
PIM
Platinum Investment Management
Australia
$0 -$246K 0 – Closed
1996
PCOC
Power Corp of Canada
Canada
$0 -$2.08M 0 – Closed
1997
PO
Private Ocean
California
$0 $0 1 0% Maintained
1998
PCP
Proficio Capital Partners
Massachusetts
$0 -$227K 0 – Closed
1999
PA
PSI Advisors
Florida
$0 -$1K 0 – Closed
2000
PWP
Pursue Wealth Partners
California
$0 -$29.4K 0 – Closed