Investor Presentation
A GOOD TIME FOR ACTIVE MANAGEMENT
Combined weight of the five largest stocks in the S&P 500 index
25%
24%
23%
22%
21%
20%
19%
18%
17%
16%
15%
14%
13%
12%
11%
10%
Premier Miton
INVESTORS
Rotation from growth towards
Top five as of 31 March 2021
Apple
5.7%
value
Microsoft
5.3%
Amazon
3.9%
Facebook
2.1%
Google
3.6%
Total
20.6%
Active management tends to
outperform when market
concentration is declining
Active managers who embrace
ESG in their investment processes
can make a real difference
1996 1998 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020
Vaccine rollout and economic
reopening, earnings recovery
Source: Boomberg data as of 31 March 2021. Not to be considered as recommendations to buy or sell any securities.
Investor presentation
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