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Unilever (UL) Can Remain Relevant in an Uprising Digital World

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Jose Karlo Mari Tottoc
·3 min read
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Lindsell Train, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A return of -2.5% was recorded by the fund for the calendar year of 2020, still better with its FTSE-All Share TR benchmark that returned -9.8%. You can view the fund’s top 10 holdings to have a peek at their top bets for 2021.

Lindsell Train, in their Q4 2020 Investor Letter said that they have a large chunk of investment in Unilever PLC (NYSE: UL), since they have a positive long-term view for the company. Unilever PLC is a large global company that makes and sells a variety of products worldwide, and currently has a $159 billion market cap. For the past 3 months, UL delivered a 0.35% return and settled at $60.97 per share at the closing of January 25th.

Here is what Lindsell Train has to say about Unilever PLC in their Investor Letter:

"One of the biggest holdings here includes Unilever. The way consumers have flocked to such brands in 2020, perhaps for reassurance, has been reassuring for the investors.

In Unilever’s most recent quarterly results the company reported its e-commerce revenues were up 76% year-on-year, up to 10% of the total. This does not mean that Unilever is turning into an Internet business, but it does give reassurance that its brands - from Ben & Jerry’s to Domestos – can remain relevant in an increasingly digital world. By the way – have you tried Unilever’s new Marmite-infused peanut butter? It’s divine."

Most Consumed Products in the World
Most Consumed Products in the World

Nejron Photo/Shutterstock.com

Last December 2020, we published an article telling that Unilever PLC (NYSE: UL) was in 13 hedge fund portfolios. UL delivered a massive 223.44% return in the past 12 months.

Our calculations showed that Unilever PLC (NYSE: UL) does not belong to the 30 most popular stocks among hedge funds.

The top 10 stocks among hedge funds returned 216% since the end of 2014 and outperformed the S&P 500 Index ETFs by more than 121 percentage points. We know it sounds unbelievable. You have been dismissing our articles about top hedge fund stocks mostly because you were fed biased information by other media outlets about hedge funds’ poor performance. You could have doubled the size of your nest egg by investing in the top hedge fund stocks instead of dumb S&P 500 ETFs. Below you can watch our video about the top 5 hedge fund stocks right now. All of these stocks had positive returns in 2020.

Video: Top 5 Stocks Among Hedge Funds

At Insider Monkey we scour multiple sources to uncover the next great investment idea. For example, Federal Reserve has been creating trillions of dollars electronically to keep the interest rates near zero. We believe this will lead to inflation and boost real estate prices. So, we recommended this real estate stock to our monthly premium newsletter subscribers. We go through lists like the 10 most profitable companies in the world to pick the best large-cap stocks to buy. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. You can subscribe to our free daily newsletter on our website.

Disclosure: None. This article is originally published at Insider Monkey.