SELECTIONS
Buy & Hold
This 25 stock list focuses on the intrinsic qualities of issuers for long-term outperformance. Stocks are equally weighted and rarely change. Quality is measured through AlphaValue’s proprietary fundamental metrics. Analysts are fully involved in this process. Market timing to add/cut a stock is discretionary.

 

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Cumulative PerfYTD
Buy & Hold 0.6%
Stoxx600 NR -13.4%
Outperf 14.0%
Key Figures
Number of stocks25
Inception date2014-10-01
BenchmarkStoxx600
Top Performers (out of 25) Cumul. Perf
ASML247.92%
ELISA219.96%
DASSAULT SYSTèMES205.67%
**194.33%
**181.70%
Selection Performance vs STOXX600
Sectors Weight%
Media12.0%
Support Services12.0%
Pharma12.0%
Food & Beverages8.0%
Capital Goods8.0%
   
Countries Weight%
Switzerland24.0%
France16.0%
Netherlands12.0%
UK12.0%
Sweden8.0%
   
Exposures Weight%
US Dollar24.6%
Oil Price-0.1%
Power Price2.8%
Global Warming8.6%
British Pound5.5%