Diversification: It’s not just about the stocks

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Independent Securities's CIO Simon Fillmore talks listeners through their 'Stocks for all Seasons'.

SIMON BROWN: I’m chatting with Simon Fillmore, the chief investment officer at Independent Securities. Simon, I appreciate the time today. You and your team have put together a cross-section of stocks, five of them. You call them Stocks for all Seasons. We’ll delve into those in a moment. My first point is that what we have here – and this is the important methodology perhaps – is diversification, not just of stocks but of strategy.

SIMON BROWN: Let’s start with that Speculative. There are two local. There are three offshore. The speculative is Sibanye-Stillwater. Is that a play on the PGM prices? SIMON BROWN: Your Garpp reports growth at ‘right price’, which is a phrase I heard first from Warren Buffett, although I don’t know if he coined it. The stock is Aritzia – and I’m not sure if I’m pronouncing it correctly. I’d never heard of the stock before. What are the details here?

SIMON FILLMORE: Exactly. They provide the equipment to manufacture the semiconductors themselves, and essentially they provide the equipment that can etch the patterns onto the silicone. The fascinating thing about this business is a literal monopoly. If you want to get equipment from anyone else, it’s simply not possible to always hear management comment when they release their reports that they simply aren’t able to fulfil their order book.

Your net asset value play Fortress – I’ve chatted with the CEO a number of times. Of course the pandemic was tough for them, as everyone else, but they’ve really come out of it I almost want to say stronger in many ways – and still at a discount to NAV.

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