Interactive concept · synthetic data · scripted AIAbout this project
CR-017 · 8.4% exposureExplore the scripted AI finding and its sources
Portfolio review
A connected view of what needs attention.
Fund NAV$250mUSD · fixed snapshot
Gross exposure101.6%Long and short, absolute
Net exposure74.7%Signed positions / NAV
Issuers for review4 / 60Rules linked to source data
Issuer exposures
120 positions · 60 issuers| Issuer | Sector | Spread Δ20 observations | Coverage | Review status | |
|---|---|---|---|---|---|
| Packaging | 8.4% | +87 bps | 1.8× | Above issuer limit | |
| Software | 6.2% | +63 bps | 2.1× | Coverage declining | |
| Energy | 2.3% | −8 bps | — | Missing financials | |
| Software | 0.9% | +19 bps | 4.9× | Stale price |
1–4 of 4 issuers
1 / 1
Sector concentration
% of NAVPackaging
25.7%
Software
21.5%
Industrials
16.0%
Energy
13.9%
Healthcare
12.6%
Consumer
12.1%
Gross exposure / NAV │ 25% sector limit