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 -3.5%
Stoxx600 NR 2.5%
Outperf -6.0%
Key Figures
Number of stocks24
Inception date2019-08-02
BenchmarkStoxx600
Top Performers (out of 24) Cumul. Perf
TUI...113.70%
WHI...41.49%
ACC...36.62%
**36.54%
**27.31%
Selection Performance vs STOXX600
Sectors Weight%
Hotel, Catering & Leisure20.8%
Real Estate8.3%
Food Retail8.3%
Insurance8.3%
Food & Beverages4.2%
   
Countries Weight%
Germany33.3%
UK29.2%
France16.7%
Spain8.3%
Portugal4.2%
   
Exposures Weight%
US Dollar14.8%
Oil Price4.2%
Power Price1.9%
Global Warming1.8%
British Pound24.1%