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Pegasus Value Fund

PegasusValue

Last Login: 04/28/2024


Overview
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Trading idea
Portfolio
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+5.9%
since 3/26/2022

+2.7%
Ø-Perf. per year

+13.9%
Performance (1yr)

9.5%
Volatility (1yr)

0.2
Return/Risk



Portfolio chart

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Trading Idea

“Our mission is to achieve maximal returns by pursuing an active investment management approach based on traditional as well as modern value investing concepts. We conduct thorough research on companies that trade at a generous discount to current and future enterprise value with the intent of becoming long-term shareholders of the respective business. Our analysis covers not only the quantitative financial situation of the company, but also the qualitative characteristics like management competency and moat strength. “

Master data

Symbol

WFPVF20221

Date created

03/26/2022

Index level

-

High watermark

107.8

Investment Universe

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