From Greg Wilson, chief analyst, the Legacy Portfolio: Warren Buffett calls it “a fabulous asset.” Wharton finance professor and CNBC analyst Jeremy Siegel proved it.
Siegel studied the S&P 500 from its inception in 1957 to 2003. He found that 11 of the 20 all-time top-performing companies had one thing in common:
A well-respected brand name.
The products these companies sell tend to be a part of people’s everyday lives. That also means regular and predictable consumption.
Take Hershey. It didn’t advertise its first 75 years of existence. When it raises prices, customers might mind, but not enough to stop buying. That’s translated into exceptional results for shareholders.
For 46 years (the length of Siegel’s study), Hershey returned a remarkable 14.22% annually.
Terrific brands still deliver superior returns.
Global research firm Millward Brown just released its Top 100 Global Brands report.
Below, notice the outperformance by Millward Brown’s BrandZ strong brands portfolio over the S&P 500. It earned returns almost 40% higher than the S&P…
Seven of our Legacy portfolio companies made the list.
Our companies own some of the most trusted and respected brand names in the world. And we use that advantage to build our wealth.
You can get early access to Legacy next year at a special discounted rate… and real Legacy content and updates from us over the next 12 months.