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 29.1%
Stoxx600 NR -9.1%
Outperf 38.2%
Key Figures
Number of stocks25
Inception date2019-08-02
BenchmarkStoxx600
Top Performers (out of 25) Cumul. Perf
HEN...18.14%
ACC...12.60%
BAY...2.55%
**2.45%
**1.49%
Selection Performance vs STOXX600
Sectors Weight%
Hotel, Catering & Leisure20.0%
Real Estate16.0%
Oils12.0%
Non Food Retail8.0%
Transport8.0%
   
Countries Weight%
UK40.0%
France24.0%
Germany12.0%
Spain12.0%
Switzerland4.0%
   
Exposures Weight%
US Dollar21.7%
Oil Price11.9%
Power Price-0.4%
Global Warming-5.1%
British Pound26.1%