Teman i förvaltningen
Lucy Global Fund bygger förtroende över tid i stället för att
chansa. Vi tror på att investera på lång sikt och inte
kortsiktigt. Vi vet att världen är en föränderlig plats och vi
kan omöjligt förutspå vad som kommer att hända i framtiden.
Bolagen har hög tillväxt inom hälsa, träning, shopping,
mode, sport, mat, musik, sömn, djur, barn, natur,
upplevelser, smycken och mental hälsa.
Det här är portföljen:
Adidas AG is a Germany-based company that designs, develops, produces and markets a range of athletic and sports lifestyle products. The Company's segments include Europe, North America Adidas, North America Reebok, Asia-Pacific, Russia/CIS, Latin America; Emerging Markets, Adidas Golf, Runtastic and Other centrally managed business. Each segment includes wholesale, retail and e-commerce business activities relating to the distribution and sale of products of the Adidas and Reebok brands to retail customers and end consumers. The Company has over 2,300 own-retail stores, over 14,000 mono-branded franchise stores and over 150,000 wholesale doors. The Adidas and Reebok branded products include footwear, apparel and hardware, such as bags and balls.
Apple Inc. designs, manufactures and markets mobile communication and media devices, personal computers and portable digital music players. The Company sells a range of related software, services, accessories, networking solutions, and third-party digital content and applications. The Company's segments include the Americas, Europe, Greater China, Japan and Rest of Asia Pacific. The Americas segment includes both North and South America. The Europe segment includes European countries, India, the Middle East and Africa. The Greater China segment includes China, Hong Kong and Taiwan. The Rest of Asia Pacific segment includes Australia and the Asian countries not included in the Company's other operating segments. Its products and services include iPhone, iPad, Mac, iPod, Apple Watch, Apple TV, a portfolio of consumer and professional software applications, iPhone OS (iOS), OS X and watchOS operating systems, iCloud, Apple Pay and a range of accessory, service and support offerings.
Capri Holdings Limited, formerly Michael Kors Holdings Limited, is a designer, marketer, distributor and retailer of branded women's apparel and accessories and men's apparel bearing the Michael Kors tradename and related trademarks MICHAEL KORS, MICHAEL MICHAEL KORS, and various other related trademarks and logos. The Company operates through three segments: retail, wholesale and licensing. The Retail operations consist of collection stores and lifestyle stores, including concessions and outlet stores, located primarily in the Americas (the United States, Canada and Latin America), Europe and Asia, as well as e-commerce. Wholesale revenues are principally derived from major department and specialty stores located throughout the Americas, Europe and Asia. The Company licenses its trademarks on products, such as fragrances, beauty, eyewear, leather goods, jewelry, watches, coats, men's suits, swimwear, furs and ties, as well as through geographic licenses.
The Estee Lauder Companies Inc. manufactures and markets skin care, makeup, fragrance and hair care products. The Company offers products, including skin care, makeup, fragrance, hair care and other. The Company operates in beauty products segment. The Company's products are sold in over 150 countries and territories under brand names, including Estee Lauder, Aramis, Clinique, Prescriptives, Lab Series, Origins, Tommy Hilfiger, MAC, Kiton, La Mer, Bobbi Brown, Donna Karan New York, DKNY, Aveda, Jo Malone London, Bumble and bumble, Michael Kors, Darphin, Tom Ford, Smashbox, Ermenegildo Zegna, AERIN, Tory Burch, RODIN olio lusso, Le Labo, Editions de Parfums Frederic Malle, GLAMGLOW, By Kilian, BECCA and Too Faced. Its skin care products include moisturizers, serums, cleansers, toners, body care, exfoliators, acne and oil correctors, facial masks, cleansing devices and sun care products.
Ferrari NV, known as Ferrari, is an Italy-based designer, manufacturer and retailer of sports cars that is incorporated in the Netherlands. It operates under the Ferrari brand. Its sports cars portfolio includes, among others, F12berlinetta, FF, Ferrari 488 GTB, 488 Spider, 458 Speciale, Ferrari California T, F12tdf and LaFerrari. The Company also offers financing services through Ferrari Financial Services. It also produces limited series and one-off cars. The Company divides its regional markets in EMEA (Europe, the Middle East, India and Africa), Americas, Greater China and Rest of APAC (Asia-Pacific region, excluding Greater China) and is active in over 60 markets worldwide through a network of authorized dealers.
Foot Locker, Inc. is a retailer of shoes and apparel. The Company operates through two segments: Athletic Stores and Direct-to-Customers. The Company is an athletic footwear and apparel retailer, which include businesses, such as include Foot Locker, Kids Foot Locker, Lady Foot Locker, Champs Sports, Footaction, Runners Point, Sidestep and SIX:02. The Direct-to-Customers segment is multi-branded and sells directly to customers through Internet and mobile sites and catalogs. The Direct-to-Customers segment operates the Websites for eastbay.com, final-score.com, eastbayteamsales.com and sp24.com. Additionally, this segment includes the Websites, both desktop and mobile, aligned with the brand names of its store banners (footlocker.com, ladyfootlocker.com, six02.com kidsfootlocker.com, champssports.com, footaction.com, footlocker.ca, footlocker.eu, runnerspoint.com and sidestep-shoes.com)
Hermes International SCA is a France-based company specialized in the design, manufacturing, and marketing of luxury products. The Company reports its businesses into a number segments, including Leather Goods and Saddler, which includes bags, riding, diaries and small leather goods; Ready-to-wear and Accessories, which includes Hermes ready-to-wear for men and women, belts, costume jewellery, gloves, hats and shoes; Other Hermes, which encompasses jewellery and hermes home products, such as the art of living and hermes tableware; Other product segment, which includes the production activities carried out on behalf of non-group brands, as well as the John Lobb, Saint-Louis, Puiforcat and Shang Xia products; Silk and Textiles; Perfumes, and Watches. Apart from France, Hermes International SCA is present in other countries in Europe, Asia and the Americas, among others.
Kering SA is a France-based luxury group. It owns a portfolio of fashion brands, such as Saint Laurent, Gucci, Bottega Veneta, Alexander McQueen, Balenciaga, Boucheron, Brioni, Pomellato, Qeelin and Ulysse Nardin, among others. The Group manufactures and sell, mostly through managed retail stores, a wide range of products, including leather goods, apparel, accessories, footwear, watches and jewelry, among others, for man, woman and child. The Group is active globally.
L'Oreal SA is a France-based cosmetics company. The Company owns a wide range of brands organized into four division: Consumer Products, L’Oreal Luxe, Professionals Products and Active Cosmetics. They include L’Oreal Paris, Maybelline New York, Garnier, Lancme, Yves Saint Laurent, Giorgio Armani, Kiehl’s, Krastase, La Roche-Posay and SkinCeuticals, among others. It offers a wide range of products grouped into six business segments: Skincare, Makeup, Haircare, Hair Coloring, Fragrances and Other. Skincare offering includes facial skincare, face cleaners, body care and sun protection products. The Company owns stores and ecommerce websites. It is active globally.
lululemon athletica inc. is a designer, distributor and retailer of lifestyle inspired athletic apparel and accessories. The Company’s segments include Company-operated stores and direct to consumer. Its apparel assortment includes items such as pants, shorts, tops, and jackets designed for a healthy lifestyle including athletic activities such as yoga, running, training, and other sweaty pursuits. It also offers fitness-related accessories. Its direct to consumer segment includes electronic commerce Website , other country and region-specific websites, and mobile applications, including mobile applications on in-store devices. Its Company-operated stores include approximately 491 stores. Its Company-operated stores are branded lululemon and ivivva. The ivivva branded stores specializes in athletic wear for female youth. It also offers weekly live classes, on-demand workouts and one-on-one personal training through its subsidiary.
Moncler SpA is an Italy-based company engaged in fashion industry. The Company designs, produces and distributes clothing and accessories through Moncler brand. Moncler SpA manufactures collections for women, men and children. The Company offers mainly sportswear, outerwear, knitwear and skiwear, including jackets, shoes, sweaters, trousers, bags, shirts, tops, gloves, hats and sunglasses, among others. Moncler SpA trades its products through approximately 122 stores, as well as through the wholesale distribution channel. Moncler SpA operates in approximately 66 countries, including Austria, France, Germany, Switzerland, Turkey, China, Hong Kong, Japan, Taiwan and the United States, among others.
Movado Group, Inc. designs, sources, markets and distributes watches. The Company operates through two segments: Wholesale and Retail. The Wholesale segment includes the design, development, sourcing, marketing and distribution of watches, and after-sales service activities and shipping. It sells all of its brands to jewelry store chains and department stores, as well as independent jewelers. The Retail segment includes its outlet stores. As of January 31, 2017, its subsidiary, Movado Retail Group, Inc., operated 40 outlet stores located in outlet centers across the United States. It divides its business into two geographic locations: the United States operations and International operations. It has international operations in Europe, the Americas, the Middle East and Asia. Its portfolio of brands includes Coach Watches, Concord, Ebel, ESQ Movado, Scuderia Ferrari Watches, HUGO BOSS Watches, Juicy Couture Watches, Lacoste Watches, Movado and Tommy Hilfiger Watches.
NIKE, Inc. is engaged in the design, development, marketing and selling of athletic footwear, apparel, equipment, accessories and services. The Company's operating segments include North America, Western Europe, Central & Eastern Europe, Greater China, Japan and Emerging Markets. Its portfolio brands include the NIKE Brand, Jordan Brand, Hurley and Converse. As of May 31, 2016, the Company focused its NIKE brand product offerings in nine categories: Running, NIKE Basketball, the Jordan Brand, Football (Soccer), Men's Training, Women's Training, Action Sports, Sportswear (its sports-inspired lifestyle products) and Golf. Men's Training includes its baseball and American football product offerings. It also markets products designed for kids, as well as for other athletic and recreational uses, such as cricket, lacrosse, tennis, volleyball, wrestling, walking and outdoor activities. The Company sells a range of performance equipment and accessories under the NIKE Brand name.
PVH Corp., incorporated on April 8, 1976, is an apparel company. The Company operates through three segments: Calvin Klein, which consists of the Calvin Klein North America and Calvin Klein International segments; Tommy Hilfiger, which consists of the Tommy Hilfiger North America and Tommy Hilfiger International segments, and Heritage Brands, which consists of the Heritage Brands Wholesale and Heritage Brands Retail segments. The Company's brand portfolio consists of various brand names, including Calvin Klein, Tommy Hilfiger, Van Heusen, IZOD, ARROW, Warner's, Olga and Eagle, which are owned, and Geoffrey Beene, Kenneth Cole New York, Kenneth Cole Reaction, Sean John, MICHAEL Michael Kors, Michael Kors Collection and Chaps, which are licensed, as well as various other licensed and private label brands. It designs and markets dress shirts, neckwear, sportswear, jeanswear, intimate apparel, swim products and handbags, footwear and other related products.
Roblox Corp is a technology company. The Company intends to build a human co-experience platform that enables shared experiences among billions of users. The Company offers a platform, which is powered by user-generated content that draws inspiration from gaming, entertainment, social media and even toys. The Company is focused on improving the ways in which the Roblox Platform supports shared experiences, ranging from how these experiences are built by an engaged community of developers to how they are enjoyed and safely accessed by users across the globe. All Roblox Platform users have identities in the form of avatars that allow them to interact and express themselves as whoever or whatever they want to be.
Salvatore Ferragamo SpA is an Italy-based company engaged in fashion industry. The Company mainly creates, develops and produces textiles goods and shoes. The Company’s products categories are responsible for the manufacture and sale of footwear, leather goods, clothing and accessories for men and women. The Company’s products include also fragrances and eyewear under the Salvatore Ferragamo brand and on license Ungaro brand. The Company’s products are distributed mainly through network brand stores, managed both directly and by third parties, as well as department stores and multibrand specialty stores. The Company’s activities also include the licensing of the Ferragamo brand, rental services, property management and technical consultancy with the Zegna Group. Salvatore Ferragamo SpA operates in Europe, North America, Japan, Asia-Pacific and Central and South America.
Under Armour, Inc. is engaged in the development, marketing and distribution of branded performance apparel, footwear and accessories for men, women and youth. The Company's segments include North America, consisting of the United States and Canada; Europe, the Middle East and Africa (EMEA); Asia-Pacific; Latin America, and Connected Fitness. Its products are sold across the world and worn by athletes at all levels, from youth to professional, on playing fields around the globe, as well as by consumers with active lifestyles. The Company sells its branded apparel, footwear and accessories in North America through its wholesale and direct to consumer channels. As of December 31, 2016, the Company had approximately 151 factory house stores in North America primarily located in outlet centers throughout the United States. In addition, the Company distributes its products in North America through third-party logistics providers with primary locations in Canada, New Jersey and Florida.
V.F. Corporation is engaged in the design, production, procurement, marketing and distribution of branded lifestyle apparel, footwear and related products. The Company's segments include Outdoor & Action Sports, Jeanswear, Imagewear and Sportswear. It owns a portfolio of brands in the outerwear, footwear, denim, backpack, luggage, accessory, sportswear, occupational and performance apparel categories. Its products are marketed to consumers shopping in specialty stores, department stores, national chains, mass merchants and its own direct-to-consumer operations. Its direct-to-consumer business includes concession retail stores and e-commerce sites. Its brands sell products in international markets through licensees, distributors and independently-operated partnership stores. Its brands primarily include The North Face, Vans, Timberland, and Kipling.
Vince Holding Corp. operates as an apparel and accessories fashion brand. It offers a range of women's and men's apparel and footwear, and handbags. It operates as a fashion brand. It operates in two segments: Wholesale and Direct-to-consumer. Its Wholesale segment consists of its operations to distribute products to various department stores and specialty stores in the United States and select international markets. Its Direct-to-consumer segment consists of its operations to distribute products directly to the consumer through its branded specialty retail stores, outlet stores and e-commerce platform. It offers women's line under the Vince brand, which includes seasonal collections of cashmere sweaters and silk blouses, leather and suede leggings and jackets, dresses, denim, tanks and t-shirts, and an assortment of outerwear. The men's collection under the Vince brand includes t-shirts, knit and woven tops, sweaters, denim, pants, blazers, outerwear and leather jackets.
Zooplus AG, also known as zooplus.de, is a Germany-based retailer of pet supplies. The Company markets products mainly through its online stores. The Company offers over 8000 products, including dry and wet pet food and food supplements, accessories, including toys, care products, and hygiene products, scratching posts, dog baskets. It sells food and accessories for dogs, cats, small animals, birds, reptiles, fish and horses and delivers the goods to approximately 20 countries. The Company also provides a range of free content and information accessible through its Websites, such as veterinary and other animal-related advice, as well as interactive features, such as discussion forums and blogs. It operates through a number of subsidiaries, such as bitiba GmbH, matina GmbH, zooplus services Ltd, zooplus polska zoo, zooplus services ESP sl, zooplus france sarl, zooplus Pet Supplies and Trade Ltd, and zooplus italia Srl.
Vad vi inte investerar i:
Fonden placerar inte i bolag som är involverade i följande produkter och tjänster. Vapen och/eller krigsmateriel, Tobak, Pornografi, Kommersiell spelverksamhet, Fossila bränslen (olja, gas, kol), Uran, Genetiskt modifierade organismer (GMO)