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Value Special Situations

Last Login: 05/04/2023


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-14.3%
since 2/24/2023

-4.0%
Ø-Perf. per year

+5.3%
Performance (1yr)

10.6%
Volatility (1yr)

-0.3
Return/Risk



Portfolio chart

Details
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Trading Idea

I am an ex Investment Partner of a London-based long-short equity event-driven Hedge Fund. I have recently left the fund to focus on running my own money. I have over 15 years of experience and target double-digit annual returns with low correlation to the market. I run a two-pronged approach by combining long/medium-term value-focused investments in mispriced assets with shorter-term trades in special situations / inflection situations. I am very downside-oriented and try to protect the portfolio from permanent impairment of capital. Through the years, I have learned that the old adage of "worry about the downside and the upside takes care of itself" is true.

Master data

Symbol

WFFREECF99

Date created

02/24/2023

Index level

-

High watermark

88.6

Investment Universe

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For the composition of the virtual portfolio click here.