+3.3%
since 3/22/2024
+4.0%
Performance (1mo)
-
Volatility (max)
-3.4%
Max loss
-
Return/Risk
Portfolio chart
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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