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.

 

Want to discover this selection?

Contact our sales team

Cumulative PerfYTD
Buy & Hold -11.7%
Stoxx600 NR -23.4%
Outperf 11.7%
Key Figures
Number of stocks25
Inception date2014-10-01
BenchmarkStoxx600
Top Performers (out of 25) Cumul. Perf
ELISA224.21%
ASML173.47%
DASSAULT SYSTEMES157.11%
**146.21%
**143.43%
Selection Performance vs STOXX600
Sectors Weight%
Health12.0%
Support Services12.0%
Food & Beverages8.0%
Media8.0%
Pharma8.0%
   
Countries Weight%
Switzerland24.0%
France20.0%
UK20.0%
Spain8.0%
Netherlands8.0%
   
Exposures Weight%
US Dollar24.9%
Oil Price-0.2%
Power Price2.8%
Global Warming7.4%
British Pound6.5%