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 -17.1%
Stoxx600 NR 11.7%
Outperf -28.8%
Key Figures
Number of stocks25
Inception date2019-08-02
BenchmarkStoxx600
Top Performers (out of 25) Cumul. Perf
TUI...137.66%
FRA...73.68%
ACC...51.97%
**40.20%
**21.30%
Selection Performance vs STOXX600
Sectors Weight%
Hotel, Catering & Leisure16.0%
Insurance8.0%
Transport8.0%
Concessions8.0%
Utilities8.0%
    
Countries Weight%
France36.0%
Germany32.0%
UK8.0%
Spain8.0%
Luxembourg4.0%
    
Exposures Weight%
US Dollar13.6%
Oil Price0.5%
Power Price6.5%
Global Warming-2.3%
British Pound11.3%