2.3°C

Warming Potential

54

Total Footprint

92%

Megatrend Exposure

-6.6%

Net Return YTD

2.8°C

Warming Potential

58

Total Footprint

68%

Megatrend Exposure

-20.2%

Net Return YTD

Hang Seng Index

Financials data per

-6.6%

Net Return YTD

Loading…

Data source: Globalance

-6.6%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-23.4%

Net Return Last 3 Years

Russell 3000

Financials data per

-20.2%

Net Return YTD

Loading…

Data source: Globalance

-20.2%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

32.8%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-25.0%-20.0%-15.0%-10.0%-5.0%0.0%+5.0%+10.0%
  • Hang Seng Index
  • Russell 3000

Top 5 Assets

These are the assets with the highest finance score in each of the two portfolios

Hang Seng Index
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Li Auto, Inc. Class A+24.6%2.0%
Kuaishou Technology Class B+21.3%7.9%
Trip.com Group Ltd.+16.1%0.5%
Baidu, Inc. Class A+2.7%2.2%
JD Health International, Inc.+0.2%3.8%
Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
NexTier Oilfield Solutions, Inc.+166.5%0.0%
PBF Energy, Inc. Class A+136.4%0.0%
Lantheus Holdings Inc+119.8%0.0%
CONSOL Energy Inc+111.9%0.0%
Occidental Petroleum Corporation+109.4%0.1%

Bottom 5 Assets

These are the assets with the lowest finance score in each of the two portfolios

Hang Seng Index
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Sunny Optical Technology (Group) Co., Ltd.-47.7%5.8%
Bilibili, Inc. Class Z-43.9%1.4%
AAC Technologies Holdings Inc.-41.4%0.9%
Hua Hong Semiconductor Ltd.-34.0%1.2%
XPeng, Inc. Class A-32.2%1.0%
Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Rubius Therapeutics, Inc.-91.1%0.0%
Kodiak Sciences, Inc.-90.9%0.0%
Carvana Co. Class A-90.6%0.0%
Applied Therapeutics, Inc.-90.3%0.0%
Aligos Therapeutics, Inc.-89.5%0.0%