Stratify
← Alle Mandate
Mandat 05
Europe Defense
A concentrated basket of European defense primes and suppliers — Rheinmetall, Leonardo, Saab, Thales and BAE — tracking the continent’s rearmament cycle. Driven by disclosed EU and NATO defense-spending commitments rather than any geopolitical forecast.
Demo-Publisher

Stratify Research Demo

Rebalance

Quartalsweise

Asset-Universum

EU + UK defense primes and suppliers (RHM, LDO, SAAB-B, HO, BA.)

Thesis
Warum jetzt

European governments have announced multi-year increases in defense budgets, and order backlogs at the primes have lengthened materially — a structural spending shift, not a single event.

Katalysatoren
  • National defense-budget announcements and NATO spending targets
  • Order intake, backlog and delivery updates from the primes
  • EU-level defense-procurement and funding decisions
Hauptrisiken
  • A de-escalation or budget reversal would undercut the thesis
  • High concentration in a few names and one sector
  • Procurement timelines are long and political; revenue can slip
Performance · illustrativ

+55.3%

vs STOXX Europe Aerospace & Defense +49.0%

Europe DefenseSTOXX Europe Aerospace & Defense

Demo-Serie · illustrativ

Renditen

Seit Auflage

+55.3%

Annualisiert p.a.

+16.3%

Yr 1
+6.0%
Yr 2
+22.5%
Yr 3
+19.7%
Risiko · illustrativ
1
2
3
4
5
6
7
Geringeres RisikoHöheres Risiko

Volatilität p.a.

6.1%

Sharpe

2.53

Max. Drawdown

-2.1%

2 Mt

Erholung

1 Mt

Zusammensetzung · Demo
RHM
25%
LDO
20%
SAAB-B
20%
HO
20%
BA.
15%

Top 5 = 100% des Korbs

Nach Sektor

Defense 100%

Nach Region

Germany 25%
Italy 20%
Sweden 20%
France 20%
United Kingdom 15%
Faktor-Noten
MomentumB
Trend-KonsistenzA+
Drawdown-ResilienzA+

Aus der Demo-Serie berechnet — deskriptiv, keine Empfehlung.

Methodik & Datenquellen
Autopilot-Analog

Thematic defense basket (Stratify original — EEA-focused)

Refresh

Quarterly rebalance + on major spending events

Datenquellen
  • Public market data for EU/UK defense primes (Rheinmetall, Leonardo, Saab, Thales, BAE)
  • EU/NATO defense-spending announcements (qualitative inputs)
Disclosure-Lag

n/a (public market data)

Grenzen

Thematic construction — not derived from disclosed insider/fund filings. Demo weights until live model. Not investment advice.

Alle hier gezeigten Zahlen sind illustrativ und aus indexierten Demo-Serien abgeleitet — keine Erfolgsbilanz. Stratify befindet sich in der pre-license phase. Stratify Signals ist eine Research-Publikation — keine Anlageberatung, kein Angebot zum Kauf oder Verkauf von Wertpapieren.