-2.8%
since 11/7/2017
-0.3%
Ø-Perf. per year
+25.3%
Performance (1yr)
48.6%
Volatility (1yr)
0.0
Return/Risk
Portfolio chart
DetailsFeed
Trading Idea
A Portfolio of the most profitable Small & Mid Caps in the field of laboratory and diagnostics technology. The Portfolio is comprised of European and US-companies in the field. Criteria: focus on consumables, > 15% EBIT-margin, located in the USA or Western Europe. Diagnostics and laboratory products is a strongly growing industry, in which the best companies are acquired. Entry valuations will be high (usually valued at 20 x EBIT or more). Portfolio development will be driven by organic growth, high profitability and M&A activities in the field. The Portfolio will be developed based on company fundamentals.
Master data
Symbol
WFDCLPEUSA
Date created
11/07/2017
Index level
-
High watermark
114.1


