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 -16.9%
Stoxx600 NR 20.7%
Outperf -37.6%
Key Figures
Number of stocks23
Inception date2019-08-02
BenchmarkStoxx600
Top Performers (out of 23) Cumul. Perf
MAP...45.00%
ACC...36.30%
SUE...14.23%
**9.45%
**7.55%
Selection Performance vs STOXX600
Sectors Weight%
Hotel, Catering & Leisure8.7%
Health8.7%
Oils8.7%
Food Retail8.7%
Transport8.7%
   
Countries Weight%
France30.4%
Germany26.1%
Spain17.4%
UK8.7%
Netherlands4.3%
   
Exposures Weight%
US Dollar19.4%
Oil Price6.0%
Power Price0.0%
Global Warming-0.9%
British Pound12.5%