Trendline Selection AMC
The Trendline Selection AMC is an actively managed investment certificate with a primary focus on equities demonstrating strong momentum characteristics. To ensure quality and risk control, the strategy is concentrated in 10 carefully selected securities that combine optimal momentum with manageable downside risk.
The concentrated portfolio allows us to capitalize on clear market trends while maintaining disciplined risk management. Continuous monitoring and active rebalancing ensure that the selection remains aligned with prevailing momentum signals and market conditions.
Why Invest?
Catch Behavioural Trends Early On
This trend-following momentum strategy is mainly based on signals related to prices, enabling us to capitalise on new trends early on as the price is often a first mover and up to date. Using the Trendline Selection, investors in the certificate can exploit behavioural effects such as herding. We aim to invest in new trends as early as possible to profit from as much of the market move as possible.
Quantitative Signals
Price-related signals offer two main advantages. First, they can be tested and optimized using historical datasets with limited biases, allowing us to empirically validate their significance before and during implementation. Second, these signals can be monitored across an investment universe of thousands of stocks within seconds through systematic market screening. This creates a broad and continuous flow of investment opportunities.
Handpicked Portfolio
The investment portfolio consists of 10 carefully selected stocks that are closely monitored and actively managed. This active and qualitative selection process helps ensure that the observed momentum in the market is rational and backed by solid market dynamics.
Performance
updated monthly
MSCI World ETF = iShares Core MSCI World UCITS ETF Accumulating (IWDA LN Equity).
Allocation
updated monthly