Stocks
Orca Equity Select
High-conviction stock portfolios built by our research desk.
Holdings
30–40 stocks
Turnover
~20% / yr
Benchmark
MSCI ACWI
Liquidity
Daily
Overview
A concentrated portfolio of 30–40 quality companies with durable cash flows, chosen through fundamental research and held for the long term.
Key facts
- Holdings
- 30–40 stocks
- Turnover
- ~20% / yr
- Benchmark
- MSCI ACWI
- Liquidity
- Daily
- Minimum
- $10,000
Growth of $10,000
Sample figures for illustration only.
Allocation
Sample figures for illustration only.
- Technology28%
- Healthcare18%
- Financials16%
- Industrials14%
- Consumer14%
- Other10%
Fees
Management fee
0.85%
Key risks
- Concentration risk
- Equity market volatility
- Currency risk
Documents
Fact sheetOn request
ProspectusOn request
Annual reportOn request