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CommanderAM Illustrates stock price "Rotation" in a Global ESG equity portfolio 5 Jun'15 – 5 May’23

Автор: Commander Asset Management

Загружено: 2023-05-11

Просмотров: 8

Описание: This short video illustrates the "rotation" of a bundle of 100 global equity stocks from an inception date (5 June 2015) onwards.

Stocks are organised left to right within the 11 industry sectors - Communication Services through to Utilities.

Stocks move up and down the chart vertically that reflects the relative strength/weakness of each stock at that point in time.

Stocks shown in blue with a blue triangle are becoming "stronger". Stocks shown in red with a red circle are becoming "weaker". Stocks shown in black with a green triangle have just switched to trending "stronger". Stocks shown in black with a green circle have just switched to trending "weaker".

The video highlights the enduring rotation at the individual stock level, as well as moments when whole sectors or the bundle of stocks as a whole move downwards or upwards.

IMPORTANT INFORMATION. This document provides information about Commander Asset Management Ltd (“CAM”) and its Sustainable Global Systematic strategy (the “Strategy”). CAM is authorised and regulated by the Financial Conduct Authority in the United Kingdom (FRN 214576). It is registered in England & Wales (no. 04301639) at 2 St Andrew’s Hill, London, EC4V 5BY. FOR INFORMATION ONLY. Nothing in this material constitutes investment research or investment advice and may not be relied upon. It is not tailored to your individual circumstances, or otherwise constitutes a personal recommendation. All details in this document are provided for information purposes only and should not be misinterpreted as investment advice or taxation advice. SPECIFIC CLIENTS ONLY. This document is intended only for “Professional Clients” and “Eligible Counterparties”, as defined in the Conduct of Business Sourcebook by the Financial Conduct Authority. Any person excluded by these definitions should not rely upon this communication and should contact their professional adviser. UNITED KINGDOM ONLY. The distribution or possession of this document in jurisdictions outside the United Kingdom may be restricted by law or other regulatory requirements. Neither this document nor any part of it may be reproduced by any party whether by photocopying or storing in any medium by electronic means or otherwise without the prior approval of CAM. NOT AN OFFER. This document does not constitute and should not be construed as an offer or a solicitation of an offer to purchase, subscribe, sell or redeem any investments in the strategy, and shall not be construed as a recommendation or advice on the merits of investing in the Strategy. THIRD PARTY INFORMATION. All data is sourced from Refinitiv and CAM, unless otherwise stated. Certain information contained in this document has been obtained from sources outside CAM. Whilst any research or analysis or information in general used in preparation of this document is believed to be reliable for the purposes used herein, no representations are made as to the accuracy or completeness thereof and none of CAM its affiliates or any fund takes any responsibility for such information. If nothing is indicated to the contrary, all figures are unaudited. The information contained in this document may change after the date of this document without notice and CAM has no obligation to update the information. RELIANCE. CAM does not make any representation or warranty, express or implied, as to the accuracy or completeness of the information contained herein and nothing contained herein should be relied upon as a promise or representation as to past or future performance of the Strategy or any other entity. No assurance, guarantee, or representation is made that the Strategy’s investment objectives, diversification strategies, or risk monitoring goals will be achieved or successful, or that substantial losses will not be incurred, or that the assumptions regarding future events and situations will materialise or prove correct. Nothing herein is intended to imply that the Strategy’s investment methodology may be considered "safe" or "risk free".

© 2023 Commander Asset Management – all rights reserved

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CommanderAM Illustrates stock price "Rotation" in a Global ESG equity portfolio 5 Jun'15 – 5 May’23

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