Cyclical Compounders

Performance

  • +70,6 %
    seit 31.05.2019
  • +24,6 %
    1 Jahr
  • +22,7 %
    Ø-Performance pro Jahr
Sämtliche Gebühren bereits abgezogen

Risiko

  • -41,9 %
    Max Verlust (bisher)
  • 0,73×
    Risiko-Faktor
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Handelsidee

The following text represents my personal opinion and does not constitute investment advice:

Portfolio strategy: Long only, equity focus, cyclical businesses in secular growth-trends, special situations, low asset turnover.

Investments in cyclical businesses are under-appreciated in the current financial landscape. Conservative portfolio-managers prefer the percieved safety of low-beta assets, dividend-growth-stocks, defensives and bonds in general - while the more risk-embracing growth and momentum driven investors mainly flock to the large-cap "glamour" stocks (both active and passive). This however, has led to a relative dearth of capital being allocated to cyclical companies (like industrials, energy or commodity-related) which in turn offers opportunities for the patient, enterprising stock picker.

This portfolio aims at identifying under-appreciated equities predominantly in cyclical or semi-cyclical industries. Obscured by short-term macro- and micro-economically driven fluctuations to their earnings (and sometimes balance sheet) many of these companies fly under the radar of the investing public, yet may turn out to be great compounders for patient investors over the long run, especially when combined with adapted momentum indicators.

We employ a semi-quantitative multi-factorial long equity selection process based on a modified Joel Greenblatt strategy. Finding well-run compounders and special situation assets (merger-securities, spin-offs, etc.) at reasonable entry levels in cyclical industries. Circle of competence: Consumer Discretionary, Industrials, Materials, Commodities & Energy. Opportunistical addition of further sectors possible. Minimal rebalancing and asset turnover. mehr anzeigen
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Stammdaten

Symbol
WF00WFDR01
Erstellungsdatum
31.05.2019
Indexstand
High Watermark
179,8

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Auszeichnungen

Anlageuniversum

Trader

Mitglied seit 31.05.2019

Entscheidungsfindung

  • Technische Analyse
  • Fundamentale Analyse
  • Sonstige Analyse