VALUE INVESTING 5-7 YEARS TENOR

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Trading Idea

This portfolio aims to produce returns of 7-20 % annually. Its main asset class is medium capitalization value stocks in Europe, USA and China market. The average holding period of the securities in this portfolio would be 3 to 5 years. The decision on this portfolio holdings is based on value investing fundamental analysis and macros (e.x. companies that produce tangible products with moat in their industries and monopolistic behaviour and mostly belonging to niche markets).

Master data

Symbol

WF0THEOSOT

Date created

02/28/2020

Index level

High watermark

108.0

Investment Universe

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VALUE INVESTING 5-7 YEARS TENOR

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Portfolio chart

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