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 23.5%
Stoxx600 NR 6.7%
Outperf 16.8%
Key Figures
Number of stocks25
Inception date2019-08-02
BenchmarkStoxx600
Top Performers (out of 25) Cumul. Perf
DEU...17.79%
PRO...11.76%
BAY...7.90%
**4.71%
**-1.34%
Selection Performance vs STOXX600
Sectors Weight%
Real Estate24.0%
Other financials16.0%
Transport12.0%
Health8.0%
Pharma8.0%
    
Countries Weight%
France36.0%
Germany24.0%
UK8.0%
Spain8.0%
Sweden4.0%
    
Exposures Weight%
US Dollar16.5%
Oil Price0.3%
Power Price-0.5%
Global Warming-10.2%
British Pound11.1%