The CEORater “Quality” Portfolio is an experiment which we began running at the end of 2018. The portfolio consists of a mix of Software, Information Services and Fintech companies, half of which are led by founder CEOs (we generally prefer founder CEOs). The question the experiment sought to answer was “How would a basket of quality Technology companies perform over a 3, 5 and 10-year period versus the benchmark?” Essentially a buy-and-hold approach.
Given IHS Market’s (tkr: INFO) announcement to be acquired by S&P Global (tkr: SPGI), we have replaced INFO with Intercontinental Exchange (tkr: ICE) for 2021 and beyond.
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