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 5.6%
Stoxx600 NR -11.4%
Outperf 17.0%
Key Figures
Number of stocks25
Inception date2014-10-01
BenchmarkStoxx600
Top Performers (out of 25) Cumul. Perf
ASML661.87%
DASSAULT SYSTèMES372.67%
ATLAS COPCO327.22%
**233.28%
**228.85%
Selection Performance vs STOXX600
Sectors Weight%
Pharma16.0%
Capital Goods12.0%
Media12.0%
Support Services8.0%
Other financials8.0%
   
Countries Weight%
Switzerland28.0%
Denmark12.0%
Netherlands12.0%
UK12.0%
Sweden8.0%
   
Exposures Weight%
US Dollar27.9%
Oil Price-0.1%
Power Price0.0%
Global Warming7.0%
British Pound5.7%