Pegasus One

Performance

  • +69.3 %
    since 2018-01-15
  • +78.8 %
    1 Year
  • +16.9 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -46.9 %
    Maximum loss (to date)
  • 1.31×
    Risk factor
Content after Login

You want access to all the information?

To see actual portfolio of this wikifolio and the performance-chart please register now - for free.

Register

Trading Idea

Pegasus One follows a value approach. It aims at identifying undervalued stocks and, if possible, an event that is likely to unlock value. The trigger can be e.g. a technical/chart patterns showing positive momentum or/and a new product launch of the company and/or a restructuring story. The firms in the portfolio should have a valid product offering with a durable competitive advantage as expressed by solid existing or potential returns on invested capital.
The portfolio is largely US & Europe focused, but it is not limited to these markets - opportunities are to be found across all the world’s equity markets. Nor is there any sector focus, although a portfolio consisting e.g. of technology stocks only is highly improbable.
The goal of the strategy is to lower risk by selecting undervalued securities. Pegasus One shall keep portfolio turnover very low. The holding period of each investment varies but should be at least 1 year.
No active effort is made to manage volatility other than having some degree of diversification in terms of numbers of stocks. Ideally the portfolio holds 25-30 names, but a larger number of investments is possible. The primary goal is to achieve high returns by selecting mispriced securities and by lowering transaction costs to a minimum. show more

Master data

Symbol
WF00PEGONE
Date created
2018-01-15
Index level
High watermark
242.0

Rules

wikifolio labels

Investment Universe

Trader

Gianluca De Sanctis
Registered since 2017-02-25

Decision making

  • Technical analysis
  • Fundamental analysis