Our award - winning
portfolio features some of the world's most revered Scotch whisky brands including Chivas Regal, the world's first
luxury whisky and No. 1 Scotch whisky in China; Ballantine's, Europe's No. 1 Scotch whisky; The Glenlivet, the single malt whisky that set the standards for Speyside malts; and Royal Salute, the world's
only exclusively prestige whisky range.
This doesn't mean I'm actively avoiding the region (with plenty of value still on offer, in terms of individual markets / stocks), it just means: i) my European stock picks are allocated elsewhere in my
portfolio —
Luxury Goods being an obvious candidate, with the industry predominantly headquartered in Europe (whereas in the US, one could argue Tiffany (TIF: US) may be the only genuine luxury goods company, in the more traditional sense), and ii) despite the Brexit vote, I still think Ireland (& maybe even the UK) remains the best proxy bet in & for Europe (as I argued in my last
Luxury Goods being an obvious candidate, with the industry predominantly headquartered in Europe (whereas in the US, one could argue Tiffany (TIF: US) may be the
only genuine
luxury goods company, in the more traditional sense), and ii) despite the Brexit vote, I still think Ireland (& maybe even the UK) remains the best proxy bet in & for Europe (as I argued in my last
luxury goods company, in the more traditional sense), and ii) despite the Brexit vote, I still think Ireland (& maybe even the UK) remains the best proxy bet in & for Europe (as I argued in my last post).
Dorchester Collection is the
only luxury hotel company in the world to hold a consistent
portfolio of iconic properties, with nine hotels in five countries.