Terry Smith Portfolio

Fundsmith LLP Holdings

Terence Smith, the founder, and CEO of Fundsmith has been called "the English Warren Buffett" for his style in growth investing which involves buying shares from established companies. He is an author and he wrote the book „Investing for Growth: How to make money by only buying the best companies in the world – An anthology of investment writing“. He also wrote some columns for the Financial Times.
Terry Smith's investment strategy is currently highlighted by his top five stock holdings, which form a significant portion of his portfolio. The leading position is Microsoft Corporation, comprising 13.2% of the total investments, signifying strong confidence in this technology giant's continued growth and market dominance. Following closely, Meta Platforms Inc (Class A shares) captures 9.9%, reflecting a strategic bet on the social media conglomerate’s innovative and expansive digital platforms. In the medical technology realm, Stryker Corp. represents 7.5% of his portfolio, signaling trust in its sustainable growth within the healthcare industry.
Financial services are not overlooked; Visa Inc (Class A shares), with a stake of 6.3%, demonstrates Smith's belief in the company's solid network effect and potential for international expansion. Rounding out the top five is Idexx Laboratories, Inc., occupying 5.6% of the portfolio, an endorsement of their specialized veterinary diagnostics and software solutions' contribution to long-term returns. These investments showcase Terry Smith's approach to capitalizing on established companies poised for endurance and profitability, critical insights for potential investors evaluating successful portfolio compositions.

$25.9 Billion Total portoflio value
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Terry Smith FAQ

Terry Smith grew up in East London and attended Stratford Grammar School. He later attended University College Cardiff.

After working for Barclays Bank from 1973 to 1984, Smith obtained an MBA from Henley Management College in 1979. He later worked as a research analyst at W Greenwell & Co, before joining Barclays de Zoete Wedd. In 1990, he was appointed Head of UK Company Research at UBS Phillips & Drew, a position he held until 1992.

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