SELECTIONS
Governance driven
The “governance-driven” portfolio designed by AlphaValue relies on the AlphaValue governance metrics which are both proprietary and strictly independent. AlphaValue holds the view that ultimately only Governance matters in ESG driven stock selection. The portfolio is limited to 25 equally weighted issuers, all daily researched by AlphaValue analysts on both financial and non-financial items.

 

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Cumulative PerfYTD
Governance driven -16.4%
Stoxx600 NR -23.4%
Outperf 7.0%
Key Figures
Number of stocks25
Inception date2018-12-14
BenchmarkStoxx600
Top Performers (out of 25) Cumul. Perf
ASML48.16%
BOLSAS Y MERCADOS ES...47.22%
GENMAB18.74%
**14.80%
**11.85%
Selection Performance vs STOXX600
Sectors Weight%
Capital Goods12.0%
Pharma12.0%
Media8.0%
Other financials8.0%
Health8.0%
   
Countries Weight%
UK32.0%
Switzerland20.0%
Netherlands16.0%
Finland8.0%
Germany8.0%
   
Exposures Weight%
US Dollar23.6%
Oil Price1.0%
Power Price0.6%
Global Warming2.8%
British Pound7.1%