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AUTODESK, INC. long position. The fund’s strategy is Seasonality. The fund analyses all the listed companies on NASDAQ and NYSE. The fund then uses the Seasonality strategy by looking at the performance of the stock in the historical monthly average return and picks the top performing stocks that are then equally weighted. Ranked 8 in the analysis made 3.11.2020.
50 stocks in Information Technology sector with the lowest ESG Sustainalytics risk scores. Equal weighing. Long position. Historical growth within the sector has been high within the last 10 years and demand is forecasted to increase. Firms having a good ESG Sustainalytics have been found to outperform those that do not. Rank:47. ESG Risk rating: Low.
Passive investment strategy | The Global 100 -list of sustainable stocks | Chosen 30 stocks from 9 individually weighted sectors, equal weights within sectors | Stocks available in NYSE or NASDAQ | Part of the IT sector | The Global 100 rank 15 in year 2020
Long position. The fund seeks to passively track the investment performance of the 30 largest holdings in the MSCI US Investable Market Information Technology 25/50 Index. The weights are adjusted to market share. Intial weight about 0,7%.
Firms are allocated to the portfolio based on the momentum investment strategy: all firms are from the NASDAQ-100 Technology sector index which was sorted by YTD (year to date) price development. The fund decided to go long in all firms which had YTD returns of over 15% on 30th of October. $1,500,000 was divided with equal weights between the 47 stocks. Rank: 27