S10, Ep 1: Dynamic Brands 2024 Portfolio & Market Commentary

About this episode

Eric Clark provides an update on the 2024 brands portfolio, discussing fund performance and investment strategies.

In today's 2024 brands portfolio update, I talk about the fund, HSUTX and its returns for 2024 as well as a look-back since inception 10/17/17. An allocation to leading global brands offers significant diversification benefits as well as return benefits. Brands tend to live in the sectors under-represented across indexes. The Fund is overweight Consumer Discretionary, Staples, Communication Services, and Financials vs the market. I talk about the holdings we own, their weight vs the benchmark and what we think will perform well in 2025. For more information on investing in global brands: https://www.globalbrandsmatter.com/dynamic-portfolio

Topics covered

• 2024 brands portfolio
• market commentary
• global brands
• investment strategy

Keywords

• HSUTX
• Consumer Discretionary
• Consumer Staples
• Communication Services
• Financials

Mentioned in this episode

Products: HSUTX

More episodes of Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet

• LOGO ETF Portfolio Overview · November 20, 2025 · 35 min
• LOUP ETF: Why Frontier Tech is Working Well · November 14, 2025 · 37 min
• LOGO ETF: Episode 1 · June 8, 2025 · 19 min
• More on Global Brands Investing - LOGO · June 1, 2025 · 13 min
• LOGO ETF AI Overview · June 1, 2025 · 14 min
• S10, Ep 3: February 2025 Dynamic Brands Commentary · March 3, 2025 · 25 min