Otter Creek Financials
| OTTRX Fund | USD 15.27 0.04 0.26% |
Otter |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Otter Creek Fund Summary
Otter Creek competes with Victory Cemp, Aqr Equity, Blackrock Gbl, and Pimco Fundamental. The manager employs a longshort investment strategy to achieve capital appreciation and manage risk. The manager takes long positions in securities Otter Creek believes to be undervalued and short positions in securities Otter Creek believes to be overvalued. The funds objective is to provide long-term capital appreciation. Under normal market conditions, the net long exposure of the fund is expected to range between -35 percent and 80 percent net long.Specialization | Equity Market Neutral, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US74316J3427 |
| Business Address | Professionally Managed Portfolios |
| Mutual Fund Family | Otter Creek |
| Mutual Fund Category | Equity Market Neutral |
| Benchmark | Dow Jones Industrial |
| Phone | 855 681 5261 |
| Currency | USD - US Dollar |
Otter Creek Key Financial Ratios
Otter Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Otter Creek's current stock value. Our valuation model uses many indicators to compare Otter Creek value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Otter Creek competition to find correlations between indicators driving Otter Creek's intrinsic value. More Info.Otter Creek Longshort is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Otter Creek Longshort is roughly 8.78 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Otter Creek's earnings, one of the primary drivers of an investment's value.Otter Creek Longshort Systematic Risk
Otter Creek's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Otter Creek volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Otter Creek Longshort correlated with the market. If Beta is less than 0 Otter Creek generally moves in the opposite direction as compared to the market. If Otter Creek Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Otter Creek Longshort is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Otter Creek is generally in the same direction as the market. If Beta > 1 Otter Creek moves generally in the same direction as, but more than the movement of the benchmark.
Otter Creek December 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Otter Creek help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Otter Creek Longshort. We use our internally-developed statistical techniques to arrive at the intrinsic value of Otter Creek Longshort based on widely used predictive technical indicators. In general, we focus on analyzing Otter Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Otter Creek's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.888 | |||
| Information Ratio | (0.09) | |||
| Maximum Drawdown | 3.39 | |||
| Value At Risk | (1.50) | |||
| Potential Upside | 1.28 |
Other Information on Investing in Otter Mutual Fund
Otter Creek financial ratios help investors to determine whether Otter Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Otter with respect to the benefits of owning Otter Creek security.
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