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 9.5%
Stoxx600 NR 8.8%
Outperf 0.7%
Key Figures
Number of stocks25
Inception date2019-08-02
BenchmarkStoxx600
Top Performers (out of 25) Cumul. Perf
CR...11.49%
DEU...6.50%
FRA...4.73%
**2.38%
**2.04%
Selection Performance vs STOXX600
Sectors Weight%
Real Estate16.0%
Transport12.0%
Banks8.0%
Food Retail8.0%
Health8.0%
    
Countries Weight%
France36.0%
Germany20.0%
UK16.0%
Switzerland4.0%
Sweden4.0%
    
Exposures Weight%
US Dollar12.4%
Oil Price0.3%
Power Price0.2%
Global Warming0.4%
British Pound12.3%