Charts of the Month - December 2024

Charts of the Month - December 2024

Enhanced Value Fund (EVF) is a global value fund that prioritises capital preservation while capitalising on emerging secular trends.

Welcome to the EVF's newsletter! With Charts of the Month, we’ll be providing you with occasional updates on EVF and sharing interesting charts that have caught our attention in recent weeks.

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From EVF Annual Meeting on 29 Nov 2024

Mark my words and come back here in a couple of years ??


EVF Annual Meeting 29 November 2024

From the Casino (Wall Street)

Let’s start with a measure of (over)valuation.


Longtermtrends

The underperformance of Small cap vs the S&P500 is striking ??


Bloomberg

The underperformance vs the Nasdaq even more ????


Barchart

But this phenomenon usually mean reverts, if history is of any guide ????♂?


Capital Group


Value stocks have been hit hart recently ?? Value Investors out there: we feel you ?

Barchart

US vs RotW on a roll ??


BofA GIS

All this while insiders sell like no tomorrow ??

FT

Single stocks ETFs volume exploded ????


X

Nvidia leveraged ETF AUM hitting all time high ??????

Bloomberg

Crypto: we are so back ????????


BofA GIS

From around the World

Singapore the only disciplined country in a sea of over spenders.


Bloomberg

The US productivity has accelerated again, leaving EU in the dust.


FT

But they have a (BIG) problem with Healthcare.


OECD

A bit of cold, and the EU is short gas.


Don’t trust the macro forecasters.


FT

China is getting serious in terms of stimulus.


Bloomberg

And account for a whopping 70% of EV sales.


Bloomberg

Thank you for making it so far, hope you enjoyed it!

Any comments? Send them in!

Happy New Year! May 2025 bring you good health, financial prosperity, and abundant happiness. Cheers to a successful year ahead! ???

The Enhanced Value Fund (EVF) Team

Nihar Kantaria

M&A Intern | Incoming UVA undergraduate

2 个月

Very helpful ??

Alessandro Astore

Papernest FT120 | Essec | Bocconi

2 个月

Thanks Stefano Grasso!! Always extremely interesting!

Cristiano Campi

Chief Commercial Officer at Verdalia Bioenergy

2 个月

Entertaining and useful! Such a rare combination…

Tony Quinn

Over 45 years of contacts, knowledge and love for the industry

2 个月

Great info Stefano

Stefano Grasso

Portfolio Manager @ Enhanced Value Fund | Charts of the Month newsletter | Commodity Trading | McKinsey & Co. | MBA Columbia University => The Oracle of Genoha

2 个月
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