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The fund follows the return seasonality strategy by investing into stocks with exceptionally high or low returns during the same-calendar-months. This stock has had top 10 lowest February- returns within the S&P 500 -index during the last decade. The portfolio will be equally weighted between 10 long and 10 short positions on different stocks.
As part of our investment strategy, 75% of our portfolio is to be managed passively, consisting of stocks which are part of the KLD fund. This fund is not only consistent in its growth, but also gives investors peace of mind that their invested capital is going to environmentally and socially responsible companies. Many of these companies are some of the largest and most stable on the markets, meaning that alongside the 25% of the fund which is actively managed and seeks outperforming stocks, the fund can also provide investors with a lower-risk but consistently performing investment.