Companies that dominate their respective industries and sectors.
Investment Rationale
Investing in monopolies pays: Ever played the board game Monopoly? See how you made more money when you owned the whole street? And even more money when you built houses and hotels on the street you owned, taking advantage of your monopoly? That.
A portfolio of winners: Invest in companies that dominate their respective sectors or industries. Reap benefits of their current and future positions while also reducing risks through diversification.
Monopolies aren't forever: Rebalance and exit stocks when market share starts reducing, or disruption results in a threat to the existing position.
