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
2020*
*
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
+1.13%
-4.98%
-14.10%
+3.59%
+13.03%
+13.14%
2020
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.
April 30, 2020
Cash
Financials
Index Short
+29%
+12%
+59%
France
Germany
Euro Zone
+24%
+6%
+70%
___________
____________________
____________________
Cash
Financial Goods
Induatrials
Index Short
+6%
+10%
+6%
+79%
+24%
+4%
+72%
France
Germany
Euro Zone
____________________
walnutfinance
__________________________________________________________
+9.54%
-6.78%
+9.76%
-1.33%
*5 months
Source Swissquote
Risk
Expected Return
Alternative Investments House
wf €urozone Portfolio
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May 31, 2020
Real Estate

Wine Châteaux
Private Equity Acquisition
Selected Properties
Lands