Portfolio Management
______________________________________________

The Portfolio Managers combine over 50 years in
securities trading with prestigious institutions such
as Banque Indosuez, Cheuvreux de Virieu, Merrill
Lynch, or Salomon Smith Barney.
The Managers enforce a strict Absolute Return
management style without any allocation (sector or
geographic).
2% Management Fee.
20% Performance Fee (high water mark).
Historical Performance & Data
_________________________________________________

2017
2018
2019*
*
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
+2.68%
+4.40%
+1.21%
+2.73%
-4.59%
+3.23%
+0.35%
-2.66%
+1.56%
-1.87%
2019
wf €urozone Portfolio
______________________________________________

The
wf €urozone Portfolio was launched on
January 1, 2017 with the objective of
outperforming the broadest index, the Euro
STOXX® Index.
The Portfolio invests in Euro-denominated Equities,
ETFs, Bonds, and Derivatives of the Euro Zone.
The Portfolio will have the ability to maintain long
and short positions.
September 30, 2019
Cash
Consumer Goods
Services
Financials
Luxury Goods
Industrial Goods
Utilities
Index Short
+1%
+11%
+14%
+20%
+14%
+23%
+2%
+15%
France
Germany
Euro Zone
+73%
+15%
+12%
____________________
____________________
____________________
Cash
Consumer Goods
Services
Financials
Luxury Goods
Industrial Goods
Utilities
Index Short
+1%
+12%
+14%
+2
1%
+14%
+2
2%
+
1%
+15%
+72%
+15%
+13%
France
Germany
Euro Zone
____________________
walnutfinance
__________________________________________________________
+9.54%
-6.78%
+8.90%
*9 months
Source Swissquote
Risk
Expected Return
Alternative Investments House
wf €urozone Portfolio
© walnutfinance 2004-2019 | All rights reserved
October 19, 2019
Real Estate

Acquisition of Wine Châteaux
Sale of Wine Châteaux
Private Equity Acquisition
Land in South East Asia