Analysis of Louis Moore Bacons Recent Trade in SilverBox Corp III
| ATHIX Fund | USD 32.61 0.24 0.73% |
Slightly above 62% of Heritage Fund's investor base is looking to short. The analysis of overall sentiment of trading Heritage Fund I mutual fund suggests that many investors are alarmed at this time. Heritage Fund's investing sentiment can be driven by a variety of factors including economic data, Heritage Fund's earnings reports, geopolitical events, and overall market trends.
Heritage |
Overview of the Recent Transaction On September 30, 2024, the firm managed by Louis Moore Bacon executed a significant transaction involving
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Heritage Fund Fundamental Analysis
We analyze Heritage Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Heritage Fund using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Heritage Fund 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.
Year To Date Return
Year To Date Return Comparative Analysis
Heritage Fund is currently under evaluation in year to date return among similar funds. Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Heritage Fund I 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 Heritage Fund mutual fund to make a market-neutral strategy. Peer analysis of Heritage Fund could also be used in its relative valuation, which is a method of valuing Heritage Fund by comparing valuation metrics with similar companies.
Peers
Heritage Fund Related Equities
| CHASX | Chase Growth | 0.74 | ||||
| PRNHX | T Rowe | 0.11 | ||||
| WPASX | Ab Concentrated | 0.22 | ||||
| APDSX | Artisan Small | 0.38 | ||||
| TRBCX | T Rowe | 0.59 | ||||
| SCYVX | Ab Small | 0.79 | ||||
| MSSGX | Small Pany | 1.88 |
Other Information on Investing in Heritage Mutual Fund
Heritage Fund financial ratios help investors to determine whether Heritage 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 Heritage with respect to the benefits of owning Heritage Fund security.
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