Innovative small caps mid caps
Matthias Borchert
| PhDstudentPhys
Last Login: 07/28/2021
+25.9%
since 3/2/2020
+5.7%
Ø-Perf. per year
-4.7%
Performance (1yr)
15.7%
Volatility (1yr)
0.2
Return/Risk
Portfolio chart
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Trading Idea
I prefer companies from small cap and mid cap sector with a strong market position in growing markets. I prefer companies that are led by their owners and/or founders. I prefer companies that are technological leaders in their segment and that deliver solutions to pressing challenges of today. The general approach is close to buy and hold.
Master data
Symbol
WFINVSCMCS
Date created
03/02/2020
Index level
-
High watermark
131.4