2.8°C

Warming Potential

58

Total Footprint

65%

Megatrend Exposure

-14.3%

Net Return YTD

2.5°C

Warming Potential

56

Total Footprint

41%

Megatrend Exposure

2.3%

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

FTSE 100

Financials data per

2.3%

Net Return YTD

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Data source: Globalance

+2.3%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

3.7%

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
  • FTSE 100

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%
FTSE 100
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Pearson PLC+58.5%0.4%
Glencore plc+57.1%3.6%
BAE Systems plc+52.6%1.4%
BP p.l.c.+51.2%4.8%
Shell Plc+50.8%9.5%

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%
FTSE 100
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Ocado Group PLC-60.0%0.2%
Dechra Pharmaceuticals PLC-46.8%0.2%
Persimmon Plc-46.4%0.2%
SEGRO plc-41.2%0.5%
Scottish Mortgage Investment Trust Plc-40.8%0.6%