While the NGX All-Share Index returned 60.9% year-to-date through May 2026, our 2026 conviction stocks portfolio delivered 83.25% — outperforming the market by 22.35 percentage points. This was the result of deliberate positioning in fundamentally strong businesses with pricing power, earnings resilience, and the ability to hold up in a high-inflation, high-rate environment.
This report breaks down how each of our 10 picks performed and where we see the strongest opportunities for the rest of the year.
