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Initial investment according to fund's passive investment strategy (healthcare industry) with equal weighting. 4/6 largest companies measured by market cap in the fund's segment 2 (Medical devices, equipment, and hospital supplies manufacturers).
MDT, long position. Our fund's investment strategy is passive value investing. We focus on buying the stocks that have a high book-to-market ratio compared to its sector's peers from the S&P 100 list. Thus, following our strategy, this stock offers a good expected return on investment and a maximum weight of 5% ($60k) is allocated. This is in-line with our portfolio’s target leverage of 1.2.