EVA Macro allocation

Performance

  • +6.1 %
    since 2017-06-24
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Trade Idea

This portfolio invests into global equities and cash according to a quantitative model based on the EVA concept. The model overweights markets showing a positive spread between cash generation and adjusted cost of capital. On top of this, the portfolio has a number of satellite investments in selected single stocks with sizeable competitive advantages that can be translated in equity performance. show more

Master data
Symbol
WFEVAMACRO
Date created
2017-06-24
Index level
High watermark
109.7

Rules

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Investment Universe

Trader

Registered since 2017-06-24
Macroeconomic and thematic focus. Strong believer in the Economic Value added concept

Decision making

  • Fundamental analysis

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