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SOGAMAN SELECT VII

SOGAMAN

Last Login: 05/16/2024


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+3.3%
since 3/22/2024

+4.0%
Performance (1mo)

-
Volatility (max)

-3.4%
Max loss

-
Return/Risk



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Trading Idea

SOGAMAN SELECT VII is set to follow in the footsteps of its predecessors, SOGAMAN SELECT II, XIX, and IV, by adopting a Long-Only investment approach, with a keen focus on the dynamic realms of US, UK, and European equities. The strategy merges top-down and bottom-up analytical frameworks, with a keen eye toward scrutinizing a company's overall exposure management. Mirroring the blueprint of SOGAMAN SELECT IV, it upholds a disciplined ethos in portfolio construction, capping individual company allocations at 10%. The divergence between SELECT IV and VII will materialize in the discrepancy of securities held.

Master data

Symbol

WFSOGAMAN7

Date created

03/22/2024

Index level

-

High watermark

102.7

Investment Universe

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