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Cassiopeia Value Investing

Last Login: 07/21/2026


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+17.0%
since 8/23/2025

+14.8%
Ø-Perf. per year

+20.6%
Performance (1yr)

16.2%
Volatility (1yr)

0.9
Return/Risk



Portfolio chart

Details
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Trading Idea

Cassiopeia Value Investing achieved an annual return of 10.6% since 2013. Past performance does not guarantee future returns. Before investing in this wikifolio, do your own research. We invest in high-quality businesses with a durable moat, a competitive advantage, a shareholder-friendly management and lots of growth opportunities. We aim to follow a long-term strategy which follows fundamental criteria (low P/E, P/B, P/S and CAPE ratios) and quality criteria (shareholder yield [dividends and buybacks], high gross margins, ROE and ROIC). Geographically, we invest in Europe, Asia, North and South America. We are convinced that our approach is suitable for long-term value investors and that this strategy can achieve satisfying results.

Master data

Symbol

WF0CVI2025

Date created

08/23/2025

Index level

-

High watermark

120.7

Investment Universe

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For the composition of the virtual portfolio click here.