SELECTIONS
Buy & Hold
This 25 stock list focuses on the intrinsic qualities of issuers for long-term outperformance. Stocks are equally weighted and rarely change. Quality is measured through AlphaValue’s proprietary fundamental metrics. Analysts are fully involved in this process. Market timing to add/cut a stock is discretionary.

 

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Cumulative PerfYTD
Buy & Hold -15.0%
Stoxx600 NR -8.8%
Outperf -6.2%
Key Figures
Number of stocks25
Inception date2014-10-01
BenchmarkStoxx600
Top Performers (out of 25) Cumul. Perf
ASML480.01%
DASSAULT SYSTèMES287.41%
ATLAS COPCO222.28%
**179.80%
**165.39%
Selection Performance vs STOXX600
Sectors Weight%
Pharma16.0%
Media12.0%
Capital Goods8.0%
Food & Beverages8.0%
Semiconductors8.0%
   
Countries Weight%
Switzerland28.0%
Netherlands16.0%
Germany16.0%
France12.0%
UK12.0%
   
Exposures Weight%
US Dollar31.7%
Oil Price0.0%
Power Price-0.1%
Global Warming6.6%
British Pound4.8%