Company Overview - McCormick is highlighted for its seasonal product, Pumpkin Pie Spice, which is associated with the upcoming Halloween and holiday season [1] Investment Philosophy - The focus is on U.S. and European equities, particularly undervalued growth stocks and high-quality dividend growers [1] - Sustained profitability is emphasized as a more reliable driver of returns compared to valuation alone, with key metrics including strong margins, stable and expanding free cash flow, and high returns on invested capital [1] Portfolio Management - The portfolio is managed publicly on eToro, where the manager has achieved the status of Popular Investor, allowing others to replicate real-time investment decisions [1] - The investment strategy aims to balance asset management to ensure freedom in work choices rather than complete financial independence [1]