Longleaf Partners Small Cap Fund Manager Performance Evaluation
| LLSCX Fund | USD 29.79 0.17 0.57% |
The fund secures a Beta (Market Risk) of 0.61, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Longleaf Partners' returns are expected to increase less than the market. However, during the bear market, the loss of holding Longleaf Partners is expected to be smaller as well.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Longleaf Partners Small Cap are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Longleaf Partners is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Truist Securities initiates coverage of Clearwater Paper with hold recommendation - MSN | 01/20/2026 |
| Expense Ratio Date | 1st of May 2025 | |
| Expense Ratio | 0.9500 |
Longleaf |
Longleaf Partners Relative Risk vs. Return Landscape
If you would invest 2,915 in Longleaf Partners Small Cap on October 28, 2025 and sell it today you would earn a total of 64.00 from holding Longleaf Partners Small Cap or generate 2.2% return on investment over 90 days. Longleaf Partners Small Cap is currently producing 0.0382% returns and takes up 0.7318% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Longleaf, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Longleaf Partners Current Valuation
Overvalued
Today
Please note that Longleaf Partners' price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Longleaf Partners Small secures a last-minute Real Value of $27.23 per share. The latest price of the fund is $29.79. We determine the value of Longleaf Partners Small from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Longleaf Partners is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Longleaf Mutual Fund. However, Longleaf Partners' 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 29.79 | Real 27.23 | Hype 29.79 | Naive 29.89 |
The intrinsic value of Longleaf Partners' 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 Longleaf Partners' 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.
Estimating the potential upside or downside of Longleaf Partners Small Cap helps investors to forecast how Longleaf 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 Longleaf Partners more accurately as focusing exclusively on Longleaf Partners' fundamentals will not take into account other important factors: Longleaf Partners Target Price Odds to finish over Current Price
The tendency of Longleaf 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 Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 29.79 | 90 days | 29.79 | about 8.49 |
Based on a normal probability distribution, the odds of Longleaf Partners to move above the current price in 90 days from now is about 8.49 (This Longleaf Partners Small Cap probability density function shows the probability of Longleaf Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Longleaf Partners has a beta of 0.61. This indicates as returns on the market go up, Longleaf Partners average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Longleaf Partners Small Cap will be expected to be much smaller as well. Additionally Longleaf Partners Small Cap 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. Longleaf Partners Price Density |
| Price |
Predictive Modules for Longleaf Partners
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Longleaf Partners Small. 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.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Longleaf Partners' price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Longleaf Partners Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Longleaf Partners is not an exception. The market had few large corrections towards the Longleaf Partners' 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 Longleaf Partners Small Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Longleaf Partners within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.0022 | |
β | Beta against Dow Jones | 0.61 | |
σ | Overall volatility | 0.51 | |
Ir | Information ratio | -0.04 |
Longleaf Partners 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 Longleaf Partners for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Longleaf Partners Small can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Truist Securities initiates coverage of Clearwater Paper with hold recommendation - MSN | |
| The fund maintains about 25.45% of its assets in cash |
Longleaf Partners Fundamentals Growth
Longleaf Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Longleaf Partners, and Longleaf Partners 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 Longleaf Mutual Fund performance.
| Price To Earning | 21.70 X | |||
| Price To Book | 1.33 X | |||
| Price To Sales | 1.95 X | |||
| Total Asset | 727.04 M | |||
About Longleaf Partners Performance
Evaluating Longleaf Partners' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Longleaf Partners 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 Longleaf Partners 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 Small-Cap Fund normally invests at least 80 percent of net assets plus any borrowings for investment purposes in the equity securities, including convertible securities, of a limited number of companies whose market capitalizations at the time of purchase are considered small cap. The fund primarily owns common stock but may purchase other types of securities. It is non-diversified.Things to note about Longleaf Partners Small performance evaluation
Checking the ongoing alerts about Longleaf Partners for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Longleaf Partners Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Truist Securities initiates coverage of Clearwater Paper with hold recommendation - MSN | |
| The fund maintains about 25.45% of its assets in cash |
- Analyzing Longleaf Partners' 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 Longleaf Partners' stock is overvalued or undervalued compared to its peers.
- Examining Longleaf Partners' 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 Longleaf Partners' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Longleaf Partners' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Longleaf Partners' mutual fund. These opinions can provide insight into Longleaf Partners' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Longleaf Mutual Fund
Longleaf Partners financial ratios help investors to determine whether Longleaf 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 Longleaf with respect to the benefits of owning Longleaf Partners security.
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