Market Pulse: Stock strategy and portfolio holdings
On Fridays we end the week with concrete company cases and updates from our stock strategies. We highlight stocks that qualify for our strategies and explain why. Everything is based on objective signals, clear criteria and a systematic selection. For those who want to see how our methods work in practice.
Content
- The Pure Momentum Strategy (Background, Flowchart and Backtest)
- Top Picks Momentum (development, contributors and selection and allocation effect, reports and profit revisions)
- Company observations and new holdings (ISS A/S, Academedia, Sanoma Oyj, Truecaller, MilDef Group)
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