Deep Value inspired by Schloss

Johan Wigert

Performance

  • -32,9 %
    seit 27.12.2017
  • +21,2 %
    1 Jahr
    -0,22 %
    Heute
    -9,0 %
    Max Verlust (bisher)
    0,5x
    Risiko-Faktor
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Handelsidee

My approach is based on the approach of the traditional value investor and contrarian investor Walter Schloss. When analyzing a company, I always start with the balance sheet, and prefer companies rich in current assets with low levels of debt. I focus on paying a low price in relation to net tangible assets of the companies I invest in. This provides me with a margin of safety if my investment thesis doesn’t work out. The company must not necessarily be profitable at the moment, but needs to have a business model in place that has been profitable in the past. I prefer to invest in companies where management also has skin in the game, and where the incentives of management are aligned with minority shareholder interest. I much prefer tiny companies which are under-analyzed and under-followed, since I believe this part of the market to be less efficient. I focus on the long-term, while still recognizing that the companies that are available at rock-bottom prices might not necessarily be companies which are to be bought and held forever. My time-horizon is typically 12-18 months. mehr anzeigen
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Stammdaten
Symbol
WF0DEEPVWS
Erstellungsdatum
27.12.2017
Indexstand
High Watermark
88,8

Regeln

Auszeichnungen

Anlageuniversum

Trader

Johan Wigert
Mitglied seit 09.08.2014

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