UMB Financial Corporation Q3 2024 Earnings Call Transcript
| HNTVX Fund | USD 57.49 0.16 0.28% |
Slightly above 54% of Heartland Value's investor base is interested to short. The analysis of overall sentiment of trading Heartland Value Fund mutual fund suggests that many investors are impartial at this time. Heartland Value's investing sentiment can be driven by a variety of factors including economic data, Heartland Value's earnings reports, geopolitical events, and overall market trends.
Heartland |
Operator Hello and welcome to the UMB Financial Third Quarter 2024 Financial Results Conference Call. My name is Harry and I
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Heartland Value Fundamental Analysis
We analyze Heartland Value's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Heartland Value using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Heartland Value 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
Heartland Value 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.
Heartland Value 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 Heartland Value mutual fund to make a market-neutral strategy. Peer analysis of Heartland Value could also be used in its relative valuation, which is a method of valuing Heartland Value by comparing valuation metrics with similar companies.
Peers
Heartland Value Related Equities
| HRTVX | Heartland Value | 0.27 | ||||
| HNVIX | Heartland Value | 0.07 | ||||
| HRVIX | Heartland Value | 0.32 | ||||
| TISCX | Tiaa-cref Social | 0.56 |
Other Information on Investing in Heartland Mutual Fund
Heartland Value financial ratios help investors to determine whether Heartland 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 Heartland with respect to the benefits of owning Heartland Value security.
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