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Global Value Focus Partners

Rafery

Last Login: 01/13/2021


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Trading idea
Portfolio
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+18.3%
since 4/2/2020

+4.2%
Ø-Perf. per year

+1.5%
Performance (1yr)

19.3%
Volatility (1yr)

0.2
Return/Risk



Portfolio chart

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Trading Idea

invest in mainly global stock in diversified manner. The stock selection doesn't constrained by geography or market cap. Where there is value there is profit to be made. Finding mispriced stock using fundamental analysis, with the emphasize in reducing risk of permanent loss. Finding investment with margin of safety which focus in capital preservation first and the profit will follow. This fund have focused investment selection, with allocation of no more than 10-12 asset

Master data

Symbol

WF0GVFPART

Date created

04/02/2020

Index level

-

High watermark

119.8

Investment Universe

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