Spectrum Fund combines fundamental analyses with active investment management
Algorithm in combination with active management
- Screening and scoring of stocks based on fundamental analyses, optimizing:
- Lowest valuation
- Highest growth
- Strongest competitive positioning and highest profitability
- Thorough assessment of each potential investment by the investment team
- Continuous monitoring of portfolio, evaluating and possibly anticipating results & developments
Strict risk management
- Diversified and balanced
- Portolio of 40 – 50 positions
- Allocation limits (sector and individual exposure limits)
- Geographical limits: Focus on companies with headquarters in Europe and US
- Only investing in established businesses with proven track-record and strong market positions
Liquid investment
- Minimal market cap of EUR 100 million
- No lock-up: Ability to liquidate at all times (once per month)
Strong returns
- Live-portefeuille total return YTD 2025 (1 May 2025): +1%
- Live-portefeuille total return 2024: +28%
- Live-portefeuille 5 year average per annum up to and including 2024: +15%
- Algoritme back-test simulation: +13% to +20% average per year (3-15 year up to and including 2024)
Start investing
Contact us for more information.