Quality Shares Portfolio Updates: Wet January

A stiff drink is required after a poor performance from both portfolios last month

January was not a good month for the Quality Shares portfolios, hardly surprising as the focus on quality that had driven their performance over the years found itself very much out of fashion over the month. US technology shares, which form the bedrock of the Atlantic Portfolio, had a very difficult month despite closing out with a flourish as the likes of Microsoft and Apple reported strong earnings.

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The Atlantic Portfolio sails along

Five companies delivered half of the performance of the US-UK portfolio - is it time to dump the laggards...or even the winners?

US indices had a great 2021, which meant that even the very best active managers found it hard to beat the S&P 500 and the Nasdaq 100. Encouragingly, the Atlantic portfolio came closest to doing so of the benchmarks we use, delivering a total return - ex costs- of 24.6% in the year, more than 2 percentage points better than Fundsmith Equity.

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