Walbrock Long Fund

My Long-fund.

Fund Price
101.36p
Days Change
0.2  0.2%
Benchmark
 
Benchmark: FTSE Small Cap , Inception: 9th Feb, Ticker : WLF

Performance vs FTSE Small Cap (rebased)

Valuation

Cash Balance£809,377.00
Equity Value£204,240.00
Total Value£1,013,617.00

Total Gains/Losses

Realised Gains/Losses £0.00
Unrealised Gains/Losses £13,618.00
Total £13,618.00

Asset Allocation

About the Manager

Orangetree

Walter's passion is writing an alternative viewpoint on UK Companies. It gives readers another opinion other than your usual brokerage coverage. There is a minimum of seven posts per week by clicking here:   http://walbrockresearch.com/ho... Alternatively, Walter will try to post twice per week on Stockopedia.  You can follow Walter on Twitter for the latest tweets on other companies releasing their results, here: https://twitter.com/Wh_biz32/l... more »

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Returns (as of close Oct 12, 2018)

WLF Returns Quintile  FTSE Small Cap
1 week -2.1% B -3.3%
1 month -1.0% B -4.2%
3 month 1.2% A -5.8%
6 month 1.2% B -3.3%
inception 1.1%
annualised 1.7%

Compliance

% Equity: (must be > 60% )20.1%

Largest Holding: (must be < 25% )16.8%

Num Stocks: ( 5 > between < 50 ) 2

This Fund is not compliant with the ranking Rules. It will be removed from leaderboards while uncompliant.

For more info on compliance matters click here.

Recent WLF Activity

2nd Aug Epwin
bought 15,000@ 75
30th Jul Luceco
bought 200,000@ 34.5
17th Jul Luceco
bought 125,000@ 43.1
12th Jul Epwin
bought 10,000@ 80
12th Jul Luceco
bought 15,000@ 47.1
10th Jul Luceco
bought 20,000@ 47.4
2nd Jul Luceco
bought 30,000@ 50.4
11th Apr Epwin
bought 20,000@ 78
 

2 Holdings

Company Name MktCap £m Last Trade Change Shares Price Paid £ Mkt Value Gain/Loss % Gain/Loss
Epwin £109.1 76p -0.4% 45,000 77.44p 34,200.0 -876 -2.5%
Luceco £69.1 43.6p   390,000 39.63p 170,040.0 +14,494 +9.3%
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