+0.9%
since 4/23/2024
-
Performance (1mo)
-
Volatility (max)
-1.8%
Max loss
-
Return/Risk
Portfolio chart
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Trading Idea
SOGAMAN SELECT III intends to emulate the successes of its predecessors, SOGAMAN SELECT II, VII, XIX, and IV, by utilizing a Long-Only investment approach, with an astute focus on the dynamic realms of US, UK, and European equities. The strategy seamlessly merges top-down and bottom-up analytical frameworks, with a razor-sharp focus on scrutinizing a company's overall exposure management. In echoing the blueprint of SOGAMAN SELECT III, it steadfastly upholds a disciplined ethos in portfolio construction, unflinchingly capping individual company allocations at 10%. The divergence between SELECT III , IV and VII will manifest in the disparity of securities held.
Master data
Symbol
WFSOGAMAN3
Date created
04/23/2024
Index level
-
High watermark
100.5