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 37.6%
Stoxx600 NR 16.2%
Outperf 21.4%
Key Figures
Number of stocks25
Inception date2019-08-02
BenchmarkStoxx600
Top Performers (out of 25) Cumul. Perf
SWA...2.18%
CR...0.94%
VOL...-0.31%
**-5.43%
**-9.11%
Selection Performance vs STOXX600
Sectors Weight%
Real Estate24.0%
Other financials16.0%
Food Retail8.0%
Transport8.0%
Health8.0%
   
Countries Weight%
France32.0%
Germany20.0%
UK16.0%
Belgium8.0%
Spain8.0%
   
Exposures Weight%
US Dollar15.4%
Oil Price-0.1%
Power Price-0.2%
Global Warming0.4%
British Pound14.7%