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SOGAMAN SELECT III

SOGAMAN

Last Login: 05/18/2024


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+0.9%
since 4/23/2024

-
Performance (1mo)

-
Volatility (max)

-1.8%
Max loss

-
Return/Risk



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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

Investment Universe

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