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 -9.5%
Stoxx600 NR -6.7%
Outperf -2.8%
Key Figures
Number of stocks25
Inception date2014-10-01
BenchmarkStoxx600
Top Performers (out of 25) Cumul. Perf
ASML556.63%
ATLAS COPCO319.71%
DASSAULT SYSTèMES272.09%
**189.69%
**147.68%
Selection Performance vs STOXX600
Sectors Weight%
Pharma16.0%
Food & Beverages12.0%
Other financials12.0%
Media12.0%
Capital Goods8.0%
   
Countries Weight%
Switzerland24.0%
UK20.0%
Netherlands16.0%
France12.0%
Germany12.0%
   
Exposures Weight%
US Dollar31.3%
Oil Price0.3%
Power Price-0.1%
Global Warming7.1%
British Pound6.7%