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home / news releases / DLVHF - 'EPV' Portfolio: Mid-Year 2019 Update


DLVHF - 'EPV' Portfolio: Mid-Year 2019 Update

Six months have passed from the start of our EPV portfolio.

Our portfolio returned 5.24% overall from inception, while our benchmark returned 3.64%.

Our short position returned around 10.7%, while our long position had a smaller 1.8% return. Even if the long ideas did not generate much yet, we are not worried because most of our positions have a “long-term view.”

After a half-year we decided it was time to update some positions on both the long and short side.

Starting from the short, we decided to remove companies that have forward sales in

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Stock Information

Company Name: Delivery Hero AG
Stock Symbol: DLVHF
Market: OTC

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