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Long position. Part of our passive small cap healthcare investment strategy. The initial position (~5% of our portfolio @ leverage of 1) is based on our selection of the smallest cap stocks in the S&P 500 Healthcare index in the same proportion as the stock's share of the whole index. The limit of a stock's weight in our portfolio is 15% and rebalancing will be accordingly.
Following our momentum investment strategy this stock wasn’t anymore in the top 15 gainers of the S&P500 index in 3-month-period. Thus, we will close the position.
The Tresamigos fund constructs a portfolio based on the passive strategy of investing in 20 of the most heavily weighted companies in the iShares Ageing Population UCITS ETF. The order size is based on equally weighting 20 stocks in an unlevered, 1 million USD portfolio.
Davita Inc. is one of the most heavily weighted companies in the iShares Ageing Population UCITS ETF.