Disposition of 1214 shares by Brian Kundert of Exponent subject to Rule 16b-3
PBSRX Fund | USD 14.84 0.13 0.87% |
Slightly above 61% of Polen Small's investor base is looking to short. The analysis of overall sentiment of trading Polen Small mutual fund suggests that many investors are alarmed at this time. Polen Small's investing sentiment can be driven by a variety of factors including economic data, Polen Small's earnings reports, geopolitical events, and overall market trends.
Polen |
Filed transaction by Exponent Officer: Chief Human Resources Officer. Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
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Polen Small Fundamental Analysis
We analyze Polen Small's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Polen Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Polen Small 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.
Equity Positions Weight
Equity Positions Weight Comparative Analysis
Polen Small is currently under evaluation in equity positions weight among similar funds. Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Polen 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 Polen Small mutual fund to make a market-neutral strategy. Peer analysis of Polen Small could also be used in its relative valuation, which is a method of valuing Polen Small by comparing valuation metrics with similar companies.
Peers
Polen Small Related Equities
DDJRX | Ddj Opportunistic | 0.14 | ||||
DDJIX | Ddj Opportunistic | 0.14 | ||||
PBBIX | Fundvantage Trust | 0.1 | ||||
POIIX | Polen International | 0.06 | ||||
POIRX | Polen International | 0.32 | ||||
PGEIX | Prnpl Inv | 0.59 | ||||
PGIRX | Polen Global | 0.91 | ||||
PGIIX | Polen Global | 0.92 | ||||
POLIX | Polen Growth | 1.16 | ||||
POLRX | Polen Growth | 1.17 |
Other Information on Investing in Polen Mutual Fund
Polen Small financial ratios help investors to determine whether Polen 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 Polen with respect to the benefits of owning Polen Small security.
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