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 -0.8%
Stoxx600 NR -15.6%
Outperf 14.8%
Key Figures
Number of stocks25
Inception date2014-10-01
BenchmarkStoxx600
Top Performers (out of 25) Cumul. Perf
ELISA253.46%
ASML223.30%
DASSAULT SYSTEMES202.65%
**183.81%
**179.07%
Selection Performance vs STOXX600
Sectors Weight%
Support Services12.0%
Health12.0%
Media8.0%
Software8.0%
Pharma8.0%
   
Countries Weight%
Switzerland24.0%
UK20.0%
France20.0%
Netherlands8.0%
Sweden8.0%
   
Exposures Weight%
US Dollar24.5%
Oil Price-0.2%
Power Price2.8%
Global Warming12.6%
British Pound6.6%