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.

 

Want to discover this selection?

Contact our sales team

Cumulative PerfYTD
Short & Hold -13.3%
Stoxx600 NR 18.4%
Outperf -31.7%
Key Figures
Number of stocks25
Inception date2019-08-02
BenchmarkStoxx600
Top Performers (out of 25) Cumul. Perf
TUI...85.06%
FRA...66.17%
MAP...39.26%
**32.91%
**17.02%
Selection Performance vs STOXX600
Sectors Weight%
Hotel, Catering & Leisure16.0%
Concessions8.0%
Insurance8.0%
Building & Construction8.0%
Health8.0%
    
Countries Weight%
France32.0%
Germany28.0%
UK12.0%
Spain12.0%
Netherlands4.0%
    
Exposures Weight%
US Dollar22.1%
Oil Price7.5%
Power Price-0.4%
Global Warming-4.6%
British Pound14.1%