SCAs Additional Guidance on Marketing of Foreign Funds in ... - JD Supra

ADX Fund  USD 20.57  0.20  0.98%   
Slightly above 50% of Adams Diversified's investors are presently thinking to get in. The analysis of overall sentiment of trading Adams Diversified Equity fund suggests that some investors are interested at this time. Adams Diversified's investing sentiment can be driven by a variety of factors including economic data, Adams Diversified's earnings reports, geopolitical events, and overall market trends.
  
SCAs Additional Guidance on Marketing of Foreign Funds in ... JD Supra

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Adams Diversified Fundamental Analysis

We analyze Adams Diversified's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Adams Diversified using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Adams Diversified based on its fundamental data. In general, a quantitative approach, as applied to this fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Net Income

Net Income Comparative Analysis

Adams Diversified is currently under evaluation in net income among similar funds. Net income is the profit of a company for the reporting period, which is derived after taking revenues and gains and subtracting all expenses and losses. Net income is one of the most-watched numbers by money managers as well as individual investors.

Adams Diversified Equity Potential Pair-trading

One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Adams Diversified fund to make a market-neutral strategy. Peer analysis of Adams Diversified could also be used in its relative valuation, which is a method of valuing Adams Diversified by comparing valuation metrics with similar companies.

Peers

Adams Diversified Related Equities

PMOPutnam Municipal   2.26   
0%
100.0%
RQICohen Steers   1.90   
0%
84.0%
ETOEaton Vance   1.24   
0%
54.0%
NIEAllianzgi Equity   1.11   
0%
49.0%
AIOVirtus Allianzgi   1.11   
0%
49.0%
MYIBlackrock Muniyield   0.95   
0%
42.0%
RMTRoyce Micro   0.88   
0%
38.0%
TYTri Continental   0.88   
0%
38.0%
MYDBlackrock Muniyield   0.79   
0%
34.0%
VKIInvesco Advantage   0.55   
0%
24.0%
GAMGeneral American   0.55   
0%
24.0%
PEOAdams Natural   0.38   
0%
16.0%
CXHMFS Investment   0.37   
0%
16.0%
STEWSRH Total   0.30   
0%
13.0%
USALiberty All   0.27   
0%
11.0%
NDPTortoise Energy   0.25   
0%
11.0%
RNPCohen Steers   0.21   
0%
9.0%
HQHTekla Healthcare   0.17   
0%
7.0%
RVTRoyce Value   0.06   
0%
2.0%
BSTZBlackRock Science   0.05   
2.0%
0%

Other Information on Investing in Adams Fund

Adams Diversified financial ratios help investors to determine whether Adams 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 Adams with respect to the benefits of owning Adams Diversified security.
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