Chart of the Month: Successful entry into Exxon Mobil

The energy sector was under pressure for a long time in 2025. Falling oil prices and very negative investor sentiment characterized market sentiment. However, it is precisely in such phases that the most interesting opportunities often arise. When bad news no longer produces new lows, this is often an early signal that capital is beginning to rotate.
Chart of the Month for the Tareno Hawk Eye Strategy: The entry into Exxon Mobil was successful. The chart shows the performance since early July 2023, as well as the entry and exit points, resulting in a profit of over 40%.

Hawk-eye signal: when messages lose their impact

The entry was made when Exxon Mobil stopped making new lows despite falling oil prices and the energy sector was heavily underweighted according to the BofA Fund Manager Survey. This combination of extremely negative sentiment and a stable price structure indicated that selling pressure was easing.

After breaking out of the consolidation, a trend movement of around +40 % developed.

Recently, however, energy stocks have hardly reacted to rising oil prices as a result of geopolitical tensions in the Middle East. When positive news no longer triggers rising prices, this often indicates a mature trend phase. Against this backdrop, we have realized some of the gains.

Portrait Manuel Schmedler

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Do you have any questions about the Chart of the Month or would you like to find out more about our Hawk-Eye strategy? Our fund manager, Manuel Schmedler, looks forward to hearing from you.

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Disclaimer

This document has been prepared for marketing and informational purposes only and does not constitute an offer or a solicitation to subscribe for, purchase, or sell units of this investment fund. It does not constitute investment advice. Only the current fund documents (in particular the prospectus and the Key Information Document (KID)) are legally binding. Past performance is not a reliable indicator of future results. Images: Marijke Vosmeer, Luzia Hunziker, Jürg Kaufmann, iStock, Unsplash / Graphics: Tareno AG, Bloomberg