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Long Conviction Global

Last Login: 10/16/2026


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+14.0%
since 5/11/2026

+3.0%
Performance (1mo)

-
Volatility (max)

-8.3%
Max loss

-
Return/Risk



Portfolio chart

Details
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Trading Idea

Quality over quantity, patience over noise. Independent investor based in Europe. I build concentrated portfolios around businesses with irreplaceable competitive advantages — pricing power, family ownership, and global reach. My portfolio blends European industrial champions like Safran and Robertet with US and Latin American growth leaders like Amazon and MercadoLibre. I look for businesses I can hold for 5 to 10 years without losing sleep. I review my portfolio four times a year — after quarterly earnings. No market timing, no panic selling, no noise. Just patient capital compounding over time.

Master data

Symbol

WF00FREDLG

Date created

05/11/2026

Index level

-

High watermark

113.5

Investment Universe

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For the composition of the virtual portfolio click here.