The PENCE Ubiquitous Portfolio is a unit investment trust (UIT) aiming for capital appreciation by investing in companies that significantly influence global consumer behavior and purchasing trends. Using the Choke Point Investing™ strategy, it identifies firms with dominant positions in the supply chain that are positioned for market leadership. Stock selection focuses on factors such as market dominance, earnings consistency, growth projections, financial strength, and valuation. It capitalizes on the shift to online shopping, where consumers increasingly rely on digital platforms for purchasing.
WHAT WE CONSIDER
- Innovations in electronics and information technology have made shopping easier via smart phones and tablets.
- Consumers no longer need to shop at brick-and-mortar stores; they can access products, read reviews, make purchases online and have products delivered to their doorstep wirelessly.