Bank OZK Position Boosted by Berkley W R Corp
| ASVNX Fund | USD 9.23 0.07 0.75% |
Slightly above 62% of Small Cap's investor base is looking to short. The analysis of overall sentiment of trading Small Cap Value mutual fund suggests that many investors are alarmed at this time. Small Cap's investing sentiment can be driven by a variety of factors including economic data, Small Cap's earnings reports, geopolitical events, and overall market trends.
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Berkley W R Corp lifted its position in shares of Bank OZK by 0.1 percent in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 600,800 shares of the companys stock after purchasing an additional 800 shares during the quarter. Bank OZK comprises approximately 1.5 percent
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Small Cap Fundamental Analysis
We analyze Small Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Small Cap using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Small Cap 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.
Price To Earning
Price To Earning Comparative Analysis
Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
Small Cap Value 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 Small Cap mutual fund to make a market-neutral strategy. Peer analysis of Small Cap could also be used in its relative valuation, which is a method of valuing Small Cap by comparing valuation metrics with similar companies.
Peers
Small Cap Related Equities
| RYIHX | Inverse High | 0.36 | ||||
| FHYIX | Franklin High | 0.22 | ||||
| PGHCX | Virtus High | 0.26 | ||||
| FPIOX | Strategic Advisers | 0.46 | ||||
| IMYCX | Voya High | 0.58 | ||||
| NHIEX | Neuberger Berman | 0.65 |
Other Information on Investing in Small Mutual Fund
Small Cap financial ratios help investors to determine whether Small 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 Small with respect to the benefits of owning Small Cap security.
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