Independent Advisor Alliance Buys 693 Shares of XPO, Inc.
| ASCGX Fund | USD 22.45 0.09 0.40% |
Slightly above 52% of Lebenthal Lisanti's investor base is interested to short. The analysis of overall sentiment of trading Lebenthal Lisanti Small mutual fund suggests that many investors are impartial at this time. Lebenthal Lisanti's investing sentiment can be driven by a variety of factors including economic data, Lebenthal Lisanti's earnings reports, geopolitical events, and overall market trends.
Lebenthal |
Independent Advisor Alliance boosted its position in shares of XPO, Inc. by 3.0 percent during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 24,170 shares of the transportation companys stock after acquiring an additional 693 shares during the period.
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Lebenthal Lisanti Fundamental Analysis
We analyze Lebenthal Lisanti's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Lebenthal Lisanti using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Lebenthal Lisanti based on its fundamental data. In general, a quantitative approach, as applied to this mutual 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.
Three Year Return
Three Year Return Comparative Analysis
Lebenthal Lisanti is currently under evaluation in three year return among similar funds. Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Lebenthal Lisanti Small 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 Lebenthal Lisanti mutual fund to make a market-neutral strategy. Peer analysis of Lebenthal Lisanti could also be used in its relative valuation, which is a method of valuing Lebenthal Lisanti by comparing valuation metrics with similar companies.
Peers
Lebenthal Lisanti Related Equities
| LGLAX | Lord Abbett | 0.93 | ||||
| QRSVX | Queens Road | 0.25 | ||||
| ERLVX | Eaton Vance | 0.04 |
Other Information on Investing in Lebenthal Mutual Fund
Lebenthal Lisanti financial ratios help investors to determine whether Lebenthal 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 Lebenthal with respect to the benefits of owning Lebenthal Lisanti security.
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