Lighthouse Holdings - Group 27

Active High Growth Contrarian Fund run by students at the University of Bath. Shining a light on Contrarian investments. Group 27 #ES20070

[Lighthouse Holdings - Group 27 @Group2711]

We slightly underperformed the #FTSEAS in week 10, although saw positive growth in all but one of our assets. Regardless, we'll take this continued growth as a positive for our fund!

#ES20070 #Team27

[Lighthouse Holdings - Group 27 @Group2711]

Week 10 Update:

Lighthouse Holdings: +1.73%
FTSEAS: +5.6%

#ES20070 #Team27

[Lighthouse Holdings - Group 27 @Group2711]

Week 10 breakdown:
01/01/21 - 08/01/21

AVST +2.05%
BA +2.30%
BATS +3.40%
0A1U +5.28%
IHC +0.00%
LGEN +4.06%
SRB +2.08%
TR50 -4.49%

#ES20070 #Team27

[Lighthouse Holdings - Group 27 @Group2711]

Although growth may have been lower than hoped for this week, we nevertheless managed to perform above the FTSEAS by 0.87%! We are still starting the new year with a positive outlook.

#ES20070 #Team27

[Lighthouse Holdings - Group 27 @Group2711]

Week 9 Update:

Lighthouse Holdings: +0.35%
FTSEAS: -0.52%

#ES20070 #Team27

[Lighthouse Holdings - Group 27 @Group2711]

Week 9 breakdown:
25/12/20 - 01/01/21

AVST +0.94%
BA -3.02%%
BATS -0.81%
0A1U -4.34%%
IHC +5.06%%
LGEN -0.08%
SRB +2.67%
TR50 +1.12%

#ES20070 #Team27

[Lighthouse Holdings - Group 27 @Group2711]

Some more clarity coming from the new Brexit trade deal has allowed our fund to continue growing above the FTSEAS once again.
We look forward to more positive news in the new year!

#ES20070 #Team27

[Lighthouse Holdings - Group 27 @Group2711]

Week 8 Update:

Lighthouse Holdings: +1.31%
FTSEAS: +0.08%

#ES20070 #Team27

[Lighthouse Holdings - Group 27 @Group2711]

Week 8 breakdown:
18/12/20 - 25/12/20

AVST -0.56%
BA +2.40%
BATS -1.97%
0A1U +4.18%
IHC +1.32%
LGEN +4.06%
SRB +4.00%
TR50 -1.08%

#ES20070 #Team27

[Lighthouse Holdings - Group 27 @Group2711]

Despite some setbacks, we are still satisfied with our weekly growth being 0.51% above that of the #FTSEAS, and still forecast high growth for our assets over a longer timeframe. We remain optimistic about the future prospects of our fund!

#ES20070 #Team27

[Lighthouse Holdings - Group 27 @Group2711]

This week we saw lower growth for a number of reasons: particularly that of increased uncertainty surrounding #Brexit & tougher #COVID19 restrictions. Combining this with appreciation of the £ against the USD lead to negative growth in Uber for our fund.

#ES20070 #Team27

[Lighthouse Holdings - Group 27 @Group2711]

Week 7 Update:

Lighthouse Holdings: +0.77%
FTSEAS: +0.26%

#ES20070 #Team27

[Lighthouse Holdings - Group 27 @Group2711]

Week 7 breakdown:
11/12/20 - 18/12/20

AVST +8.58%
BA -2.07%
BATS -4.53%
0A1U -7.03%
IHC +6.08%
LGEN +4.79%
SRB +2.74%
TR50 -1.61%

#ES20070 #Team27

[Lighthouse Holdings - Group 27 @Group2711]

A quick look at our Asset allocations after rebalancing last week

#ES20070 #Team27

[Lighthouse Holdings - Group 27 @Group2711]

Since starting our fund, we have now made liquidatable profits of over £220'000 and have annual P/L ~50% above that of the #FTSEAS!
Our contrarian outlook has definitely allowed us to achieve and reap the benefits of high growth, hopefully with even more to come
#ES20070 #Team27

[Lighthouse Holdings - Group 27 @Group2711]

This week saw our first negative growth since starting our fund, although only 0.44% below that of the #FTSEAS. Considering current circumstances surrounding #Brexit negotiations and general uncertainty we are still confident for positive growth in the future!

#ES20070 #Team27

[Lighthouse Holdings - Group 27 @Group2711]

Week 6 Update:

Lighthouse Holdings: -1.02%
FTSEAS: -0.58%

#ES20070 #Team27

[Lighthouse Holdings - Group 27 @Group2711]

Week 6 breakdown:
04/12/20 - 11/12/20

AVST +1.32%
BA -3.64%
BATS +7.20%
0A1U +0.17%
IHC -6.37%
LGEN -6.61%
SRB +1.16%
TR50 +4.38%

#ES20070 #Team27

[Lighthouse Holdings - Group 27 @Group2711]

After our rebalancing, we're pleased to welcome yet another week of high growth. Our best performing asset this week was that of Serabi Gold growing 8.13%!

#ES20070 #Team27

[Lighthouse Holdings - Group 27 @Group2711]

Week 5 Update:

Lighthouse Holdings: +8.99%
FTSEAS: +3.02%

#ES20070 #Team27