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Shareholder letter / fund letter · 2022-07-01

Fundsmith Equity Fund 2022 Semi-Annual Letter

Fundsmith · Terry Smith

Inflation Gross profit margin Free cash flow Interest rate META MSFT GOOGL V INTU

AI summary and analysis

The 2022 semi-annual letter focuses on explaining the impact of inflation, gross margin, free cash flow yield and rising interest rates on high-quality growth portfolios.

Key points

  • Smith uses gross profit margin to explain the ability to resist inflation: companies with high gross margins can more easily protect profits when costs rise.
  • He acknowledged that highly valued equity interests would come under greater pressure when interest rates rose, but this was not the same thing as permanent damage to the business.
  • The letter treats Meta as an open case of low free cash flow yields or a value trap, suitable for investors to understand controversial positions.
  • He did not change his style just because energy and low-valuation cyclical stocks were leading the stage, but emphasized the ability of quality companies to ride through cycles.
  • This letter directly answers the question of "Can quality growth be maintained in a high-inflation environment? "

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