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Cyclical Compounders

EquityAlchemist

Last Login: 01/23/2024


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+105.6%
since 5/31/2019

+16.1%
Ø-Perf. per year

+27.0%
Performance (1yr)

15.5%
Volatility (1yr)

0.6
Return/Risk



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Trading Idea

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.

Master data

Symbol

WF00WFDR01

Date created

05/31/2019

Index level

-

High watermark

204.7

Investment Universe

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