Factsheet July 2026 📈
+1.13% in the month of July
Hello, partner 👋
July was a month where our core holdings did everything right.
Constellation Software soared higher.
Amazon didn’t just beat estimates; it obliterated them.
Alphabet posted numbers that would send the stock up by a lot in any other period.
The Quality Growth portfolio increased by 1.13% in July, marking the 4th consecutive positive mont…