2.8°C

Warming Potential

58

Total Footprint

65%

Megatrend Exposure

-14.3%

Net Return YTD

1.7°C

Warming Potential

60

Total Footprint

77%

Megatrend Exposure

-10.5%

Net Return YTD

Russell 3000

Financials data per

-14.3%

Net Return YTD

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Data source: Globalance

-14.3%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

35.2%

Net Return Last 3 Years

SMI

Financials data per

-10.5%

Net Return YTD

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Data source: Globalance

-10.5%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

18.5%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-25.0%-20.0%-15.0%-10.0%-5.0%0.0%+5.0%
  • Russell 3000
  • SMI

Top 5 Assets

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

Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Target Hospitality Corp.+319.7%0.0%
CONSOL Energy Inc+240.6%0.0%
TransMedics Group, Inc.+235.5%0.0%
Peabody Energy Corporation+213.7%0.0%
Tidewater Inc+202.3%0.0%
SMI
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Zurich Insurance Group Ltd+17.9%6.1%
Holcim Ltd+10.3%2.4%
Novartis AG+8.7%17.4%
UBS Group AG+8.2%4.8%
Swisscom AG+3.7%1.1%

Bottom 5 Assets

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

Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Tricida Inc-97.4%0.0%
Carvana Co. Class A-96.5%0.0%
TuSimple Holdings, Inc. Class A-93.8%0.0%
Volta, Inc. Class A-93.0%0.0%
Kodiak Sciences, Inc.-91.2%0.0%
SMI
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Credit Suisse Group AG-63.7%1.1%
Partners Group Holding AG-37.6%1.9%
Geberit AG-36.0%1.5%
Sika AG-35.8%3.2%
Lonza Group AG-33.4%3.6%