Date updated:06-14-2007
Taube Hodson Stonex Partners Ltd (THSP) is an independent fund management company founded in 1996 by Nils Taube, John Hodson and Cato Stonex who were originally the in-house investment team at J. Rothschild Investment Management.
THSP’s investment philosophy is often described as ‘thematic’. This means that they will identify ‘themes’, (for example, that the population of developed countries is ageing), and look to invest in companies that are well positioned to benefit from these themes.
THSP are also renowned for their global stock picking abilities. They will look at companies in the same industry in many different countries, and rigorously analyse which offer the most attractive investment opportunities.
As of 3/31/07

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CVS
Cvs Caremark Cp - $29.79
- +3.19%
- $29.02
No Analysis added

-
INTC
Intel Corporation - $18.93
- +0.21%
- $18.82
No Analysis added

-
VZ
Verizon Commun - $29.56
- +0.85%
- $29.26
No Analysis added

-
AA
Alcoa Inc - $12.89
- 0.00%
- $12.71
No Analysis added

-
EXC
Exelon Corporatio - $46.70
- -0.95%
- $46.99
No Analysis added

-
WSM
Williams Sonoma I - $19.24
- +0.16%
- $19.03
No Analysis added

-
HD
Home Depot Inc - $26.08
- +1.76%
- $25.87
No Analysis added

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COP
Conocophillips - $52.11
- +0.31%
- $51.45
No Analysis added
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A. Won't matter . . . the damage, by in
large, has already been done . . . and
the government is on a current path to
accelerate the day of reckoning . . .
which can be quite profitable for some .
. . quite painful for others.
A. The only one I own : SLX,
too hard pick a winner out all of them
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