C&S Investment american strategy basket
Goal
The C&S Investment Strategy Basket America is designed to produce returns by focusing on identifying the best stocks within the sectors across the market cap spectrum in Europe. The identification process allows us to evaluate the companies within the entire sector and select the best in class. The certificate is issued by UBS AG.
Investment Strategy
Positioning will be based by organising the best in class companies within their country and sector. We then select the leading countries and their respective leading sectors to invest in the most promising industry groups within our selection criteria.
Portfolio Profile
Risk is well diversified across sectors within America. On average there are 35 holdings in the portfolio. There is no currency risk within the portfolio as the entire basket is in USD.
Liquidity Management
In addition to the portfolio profile individual positions are managed via stop losses. Also, the portfolio is subject to risk reduction rules and a portfolio stop loss target of 20%. All positions are liquid and can be closed within minutes. Uncovered Short Selling is not allowed. Short positions must be covered by either the underlying or cash, depending on the margin requirements
of the broker.
Links to Documentations
Certificate information