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Long Only Value Enterprises Fund

Last Login: 04/06/2026


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+62.9%
since 1/19/2023

+14.0%
Ø-Perf. per year

+37.5%
Performance (1yr)

34.9%
Volatility (1yr)

0.6
Return/Risk



Portfolio chart

Details
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Trading Idea

Es wird in Unternehmen investiert, die klassische Buffet - Graham - Dodd - Value-Kriterien erfüllen: - Starke Wettbewerbsvorteile - Langweilige oder einfache Branche - Erhältlich zu einem deutlich reduzierten Preis auf den inneren Wert - Margin of Safety Anlagehorizont ist jeweils so lange, wie sich keine besseren Investitionsmöglichkeiten ergeben. Aktienresearch wird primär über das Lesen der Jahresabschlüsse und Investorenkonferenzen betrieben. Öffentliche Updates einmal jährlich.

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Master data

Symbol

WF180922ID

Date created

01/19/2023

Index level

-

High watermark

159.6

Investment Universe

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