S4A US Long UI

Asset manager/fund manager

Source For Alpha (Deutschland) AG

Bloomberg:SAUSLUI:GR
ISIN: DE000A112T67(I), DE000A1H6HH3(R)
WKN: A112T6(I), A1H6HH(R)
Launch date: 2nd May 2011
Registered for sale: Germany, Austria

Peergroup

  • US mid & large caps

Investment goal

  • To continuously outperform the benchmark (S&P 500 Net Total Return)

Investment universe/characteristics

  • Equities North America (S&P 500)

Investment style

  • Innovative, research-based, rule-based fundamental approach

USP/special features

  • 100% invested at all times

  • Risk-adjusted balancing of stocks

  • Positive alpha since launch, in 2012 and in 2013

S4A Pure Equity Germany

Asset manager/fund manager

Source For Alpha (Deutschland) AG

Bloomberg: S4APEQG:GR
ISIN: DE000A1W8960
WKN: A1W896
Launch date:19th December 2013
Registered for sale: Germany

Peergroup

  • German Equities

Investment goal

  • To continuously outperform the benchmark (DAX 30 Total Return Index)

Investment universe/characteristics

  • German Equities All-Cap

Investment style

  • Innovative, research-based, systematic, rule-based fundamental approach

USP/special features

  • Positive alpha since launch

  • Lower risk in relation to the overall market

  • 100% invested at all times

  • Risk-adjusted balancing of stocks

  • Systematic adjustment of market capitalization

  • Concentrated portfolio (35-50 stocks)