Mundoval Fund(1)
Outstanding Businesses at a Discount
Mundoval Fund
US> Natural Resources-Materials > NA
Oct 13, 2010
Large companies with a product portfolio of branded products are worth considering by investors, as they have pricing power that translates into rising earnings and cash flows generating sustainable returns. Arthur Q. Johnson, portfolio manager of the Mundoval Fund, scours the globe to buy such companies when they trade at a discount to their intrinsic values.