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Value Partnership Quant-Fonds

ValuePartner

Last Login: 03/31/2020


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+5.2%
since 11/19/2016

+0.7%
Ø-Perf. per year

+19.6%
Performance (1yr)

24.7%
Volatility (1yr)

0.0
Return/Risk



Portfolio chart

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Trading Idea

Das Portfolio beinhaltet unterbewertete Aktien, die auf Basis einer automatisierten Fundamentalbewertung selektiert wurden. Dabei werden nur Aktien gekauft, die mit einem deutlichen Abschlag zu ihrem inneren Wert gehandelt werden. Das Anlageuniversum konzentriert sich auf Aktien, die an amerikanischen Börsen gelistet sind. Als Anlageziel wird eine deutliche Outperformance gegenüber dem S&P 500 ausgegeben. Eine Aktie wird so lange gehalten, bis sie ihren fairen Wert erreicht hat oder unvorhergesehene Informationen zu einer geringeren Neubewertung führen. The portfolio includes undervalued equities selected on the basis of an automated fundamental valuation. Only shares traded at a significant discount to their intrinsic value are bought. The investment universe focuses on stocks that are listed on US exchanges. The investment objective is a clear outperformance against the S&P 500. A share is held until it has reached its fair value or unforeseen information leads to a lower revaluation.

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Master data

Symbol

WF0VALPARQ

Date created

11/19/2016

Index level

-

High watermark

109.9

Investment Universe

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