Terry Smith - Fundsmith Portfolio - PortfolioCasts

What this episode covers

Terry Smith is known for a simple but disciplined approach: buy high-quality businesses and hold them for the long term.In this episode of PortfolioCasts, we break down the Fundsmith portfolio and discuss holdings across technology, healthcare, consumer, and industrial sectors — including Microsoft, Visa, Meta, Stryker, and IDEXX.We explore how Smith thinks about business quality, capital efficiency, and long-term compounding — and what investors can learn from Fundsmith’s portfolio construction.Educational purposes only. Not financial advice. Any figures discussed are approximate.Follow PortfolioCasts for investor portfolio insights.

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Frequently Asked Questions

How long is this episode of PortfolioCasts | Investor Portfolio Podcasts?

This episode is 12 minutes long.

When was this PortfolioCasts | Investor Portfolio Podcasts episode published?

This episode was published on January 10, 2026.

What is this episode about?

Terry Smith is known for a simple but disciplined approach: buy high-quality businesses and hold them for the long term.In this episode of PortfolioCasts, we break down the Fundsmith portfolio and discuss holdings across technology, healthcare,...

Can I download this PortfolioCasts | Investor Portfolio Podcasts episode?

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