SELECTIONS
Short & Hold
This shorts-only portfolio focuses on companies whose intrinsic weaknesses offer prospects for long-term underperformance. This is measured through metrics developed by AlphaValue: a very low “Fundamental Strength” score, a non-investment grade profile and a negative share price momentum. The portfolio is fully invested with 15 (min.) to 25 (max.) stocks. It is an extremely high risk portfolio exclusively aimed at specialist shorts investors.

 

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Cumulative PerfYTD
Short & Hold 27.4%
Stoxx600 NR -12.7%
Outperf 40.1%
Key Figures
Number of stocks25
Inception date2019-08-02
BenchmarkStoxx600
Top Performers (out of 25) Cumul. Perf
TUI...21.44%
RYA...14.81%
CNH...10.76%
**9.20%
**8.21%
Selection Performance vs STOXX600
Sectors Weight%
Real Estate16.0%
Hotel, Catering & Leisure16.0%
Transport12.0%
Banks8.0%
Metals & Mining8.0%
   
Countries Weight%
UK32.0%
Germany16.0%
France16.0%
Spain12.0%
Norway4.0%
   
Exposures Weight%
US Dollar14.1%
Oil Price4.6%
Power Price0.0%
Global Warming-8.3%
British Pound22.2%