PENCE Content Leaders Portfolio UIT

Our objective is above-average capital appreciation by seeking companies that are dominant in the creation and delivery of media content including television producers, filmmakers, content libraries, broadcast channels and delivery platforms.

The portfolio incorporates other big knowable themes, such as digital transformation, by looking at companies that benefit from widespread access to high-speed digital networks that have revolutionized the consumption and demand for content with anytime-anywhere availability.

WHAT WE CONSIDER.
  • No longer limited to traditional information sources, consumers spend significantly more time demanding and viewing content.
  • A small number of producers provide and control a significant portion of the market.
  • High entry barriers help leaders maintain dominance, with an even smaller number of eco-systems controlling the delivery of content to the consumer.

 

Industry Breakdown

As of 10/12/2022 and may vary thereafter.

MorningStar Equity Style Box™

Content Leaders, Series 31

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Content Leaders, Series 30

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Content Leaders, Series 29

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Content Leaders, Series 28

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Content Leaders, Series 27

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Content Leaders, Seties 26

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Key points to consider

Increasing Access. Widespread access to high-speed digital networks have revolutionized the consumption of content, making it available anytime and almost anywhere.

Rising Demand. Wider access and advancing technology have changed human behavior. Untethered from traditional sources, consumers spend significantly more time demanding and viewing content.

Dominant Content Producers with Advanced Delivery Systems . Only a small number of producers provide and control a significant portion of the market. High barriers to entry help maintain their dominance.  An even smaller number of eco-systems control the delivery of content to the consumer.

How to invest

Pence Capital Management develops investment strategies for distributors and model portfolios for advisors. To invest in Pence Capital Management Strategies, please contact your broker or advisor.

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