Global Beverage and Bottling

Global Beverage & Bottling – From Bottle to Factory Strategy Overview: Global Beverage & Bottling invests worldwide in publicly listed beverage bottlers and leading manufacturers of filling and packaging technologies. The portfolio captures the full value chain of the beverage industry – from the bottling of drinks in cans, bottles, and cartons to the industrial automation solutions behind them. Objective: Long-term wealth creation through exposure to global champions in a crisis-resistant sector. Whether it’s Cola in Mexico, fitness drinks in Florida, or aseptic packaging in Southeast Asia – these companies benefit from steady global demand, strong brand partnerships, and sustainable automation trends. Why This Portfolio Stands Out: • 📈 Bottlers are known for stable dividends and resilient business models. • ⚙️ Technology partners like Krones and SIG benefit directly from CAPEX cycles in bottling plants. • 🌍 Broad geographic diversification – with a strong tilt toward emerging markets. • 🛡️ Less volatile than tech stocks, as beverages are everyday essentials. • 🔁 A powerful combination of cash flow (bottlers) and capital investment growth (suppliers). Risk Profile: Moderate risk. The portfolio invests in solid consumer staples and industrial equipment manufacturers with long-standing market presence. Volatility is usually low with minimal reliance on short-term hype.