Carrier Global Co. Stock Holdings Boosted by Broderick Brian C
| DGOCX Fund | USD 32.57 0.36 1.12% |
Slightly above 51% of Davis Opportunity's investors are presently thinking to get in. The analysis of overall sentiment of trading Davis Opportunity Fund mutual fund suggests that some investors are interested at this time. Davis Opportunity's investing sentiment can be driven by a variety of factors including economic data, Davis Opportunity's earnings reports, geopolitical events, and overall market trends.
Davis |
Broderick Brian C lifted its position in Carrier Global Co. by 55.7 percent during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 90,572 shares of the companys stock after buying an additional 32,414 shares during the period. Carrier Global makes up 1.4 percent of
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Davis Opportunity Fundamental Analysis
We analyze Davis Opportunity's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Davis Opportunity using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Davis Opportunity 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.
Five Year Return
Five Year Return Comparative Analysis
Davis Opportunity is currently under evaluation in five year return among similar funds. Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Davis Opportunity 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 Davis Opportunity mutual fund to make a market-neutral strategy. Peer analysis of Davis Opportunity could also be used in its relative valuation, which is a method of valuing Davis Opportunity by comparing valuation metrics with similar companies.
Peers
Davis Opportunity Related Equities
| DODWX | Dodge Cox | 0.79 | ||||
| MGKAX | Morgan Stanley | 0.66 | ||||
| MFIRX | Ms Global | 0.19 | ||||
| VGCAX | Vanguard Global | 0.16 | ||||
| PEIEX | Rbb Fund | 0.72 | ||||
| KGLCX | Kinetics Global | 3.26 |
Other Information on Investing in Davis Mutual Fund
Davis Opportunity financial ratios help investors to determine whether Davis 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 Davis with respect to the benefits of owning Davis Opportunity security.
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