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 -19.0%
Stoxx600 NR -16.2%
Outperf -2.8%
Key Figures
Number of stocks25
Inception date2014-10-01
BenchmarkStoxx600
Top Performers (out of 25) Cumul. Perf
ASML402.96%
DASSAULT SYSTèMES253.67%
ATLAS COPCO223.68%
**169.46%
**113.87%
Selection Performance vs STOXX600
Sectors Weight%
Pharma16.0%
Other financials12.0%
Food & Beverages12.0%
Media12.0%
Capital Goods8.0%
   
Countries Weight%
Switzerland28.0%
Netherlands20.0%
UK16.0%
France12.0%
Germany12.0%
   
Exposures Weight%
US Dollar30.9%
Oil Price-0.3%
Power Price-0.1%
Global Warming6.3%
British Pound4.7%