Fiera Capital Global Fund Manager Performance Evaluation

FCGIX Fund  USD 21.01  0.01  0.05%   
The fund shows a Beta (market volatility) of 0.59, which means possible diversification benefits within a given portfolio. As returns on the market increase, Fiera Capital's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fiera Capital is expected to be smaller as well.

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Fiera Capital Global are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Fiera Capital is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Expense Ratio Date29th of July 2022
Expense Ratio0.8500
  

Fiera Capital Relative Risk vs. Return Landscape

If you would invest  2,047  in Fiera Capital Global on November 12, 2025 and sell it today you would earn a total of  54.00  from holding Fiera Capital Global or generate 2.64% return on investment over 90 days. Fiera Capital Global is currently producing 0.0449% returns and takes up 0.6634% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Fiera, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Fiera Capital is expected to generate 1.49 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.22 times less risky than the market. It trades about 0.07 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.08 of returns per unit of risk over similar time horizon.

Fiera Capital Current Valuation

Fairly Valued
Today
21.01
Please note that Fiera Capital's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Fiera Capital Global shows a prevailing Real Value of $20.88 per share. The current price of the fund is $21.01. We determine the value of Fiera Capital Global from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Fiera Capital is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fiera Mutual Fund. However, Fiera Capital's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  21.01 Real  20.88 Hype  21.02
The intrinsic value of Fiera Capital's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Fiera Capital's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
20.88
Real Value
21.55
Upside
Estimating the potential upside or downside of Fiera Capital Global helps investors to forecast how Fiera mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Fiera Capital more accurately as focusing exclusively on Fiera Capital's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimatedHigh
20.3521.0221.69
Details

Fiera Capital Target Price Odds to finish over Current Price

The tendency of Fiera Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 21.01 90 days 21.01 
about 12.82
Based on a normal probability distribution, the odds of Fiera Capital to move above the current price in 90 days from now is about 12.82 (This Fiera Capital Global probability density function shows the probability of Fiera Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Fiera Capital has a beta of 0.59. This usually indicates as returns on the market go up, Fiera Capital average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Fiera Capital Global will be expected to be much smaller as well. Additionally Fiera Capital Global has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial.
   Fiera Capital Price Density   
       Price  

Predictive Modules for Fiera Capital

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Fiera Capital Global. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
20.3521.0221.69
Details
Intrinsic
Valuation
LowRealHigh
20.2120.8821.55
Details

Fiera Capital Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Fiera Capital is not an exception. The market had few large corrections towards the Fiera Capital's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Fiera Capital Global, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Fiera Capital within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
-0.01
β
Beta against Dow Jones0.59
σ
Overall volatility
0.37
Ir
Information ratio -0.07

Fiera Capital Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Fiera Capital for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Fiera Capital Global can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
The fund retains 99.6% of its assets under management (AUM) in equities

Fiera Capital Fundamentals Growth

Fiera Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fiera Capital, and Fiera Capital fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Fiera Mutual Fund performance.

About Fiera Capital Performance

Evaluating Fiera Capital's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fiera Capital has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Fiera Capital has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets in equity securities. Fiera Capital is traded on NASDAQ Exchange in the United States.

Things to note about Fiera Capital Global performance evaluation

Checking the ongoing alerts about Fiera Capital for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fiera Capital Global help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund retains 99.6% of its assets under management (AUM) in equities
Evaluating Fiera Capital's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Fiera Capital's mutual fund performance include:
  • Analyzing Fiera Capital's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Fiera Capital's stock is overvalued or undervalued compared to its peers.
  • Examining Fiera Capital's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Fiera Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fiera Capital's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Fiera Capital's mutual fund. These opinions can provide insight into Fiera Capital's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Fiera Capital's mutual fund performance is not an exact science, and many factors can impact Fiera Capital's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Fiera Mutual Fund

Fiera Capital financial ratios help investors to determine whether Fiera 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 Fiera with respect to the benefits of owning Fiera Capital security.
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