Momentum AeroSpace Defense

The investment strategy follows a systematic momentum approach focused on the global aerospace and defense sector. The investment universe consists of listed companies worldwide with significant activities in aerospace, defense, military technology, defense electronics, aviation systems and related industries. Stocks are selected using clearly defined momentum criteria. The strategy aims to identify companies showing strong and persistent relative price performance. The portfolio is reviewed and rebalanced every three months. Stocks that no longer meet the selection criteria may be replaced by companies with stronger momentum characteristics. The strategy invests in a limited selection of the highest-ranked stocks rather than replicating an aerospace or defense index. The portfolio may include companies from different countries and segments of the industry. Securities are typically held for approximately three months but may remain in the portfolio for several consecutive periods if they continue to meet the selection criteria. Investment decisions are primarily based on quantitative market data, historical price performance and momentum rankings. Public financial information, software-based analysis and AI tools may also be used to support research and further develop the strategy. The objective is to apply a transparent, disciplined and repeatable investment process to the global aerospace and defense sector.