Group 1 - Walmart's stock performance has been strong, increasing from $39 to over $100 between May 2022 and February 2025 [1] - The investment strategy focuses on companies with strong qualitative attributes, attractive pricing based on fundamentals, and a long-term holding approach [1] - The portfolio management aims to avoid underperforming stocks while maximizing exposure to high-performing companies, often rating great companies as 'Hold' due to growth limitations or high downside risks [1]