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 5.6%
Stoxx600 NR -11.4%
Outperf 17.0%
Key Figures
Number of stocks25
Inception date2014-10-01
BenchmarkStoxx600
Top Performers (out of 25) Cumul. Perf
ASML384.89%
ATLAS COPCO247.88%
DASSAULT SYSTèMES223.10%
**187.89%
**174.36%
Selection Performance vs STOXX600
Sectors Weight%
Capital Goods12.0%
Pharma12.0%
Media12.0%
Support Services12.0%
Other financials8.0%
   
Countries Weight%
Switzerland24.0%
Denmark16.0%
France16.0%
Netherlands12.0%
Sweden8.0%
   
Exposures Weight%
US Dollar25.0%
Oil Price-0.1%
Power Price2.2%
Global Warming8.0%
British Pound6.1%