Q1 2025 AAR Corp Earnings Call Transcript
| IASTX Fund | USD 23.74 0.12 0.51% |
Slightly above 53% of Ivy Asset's investor base is interested to short. The analysis of overall sentiment of trading Ivy Asset Strategy mutual fund suggests that many investors are impartial at this time. Ivy Asset's investing sentiment can be driven by a variety of factors including economic data, Ivy Asset's earnings reports, geopolitical events, and overall market trends.
Ivy |
Sep 23, 2024 0900PM GMTUnidentified Company Representative Good afternoon, everyone, and welcome to AARs fiscal 2025 first quarter earnings call. Were join
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Ivy Asset Fundamental Analysis
We analyze Ivy Asset's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Ivy Asset using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Ivy Asset 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.
Three Year Return
Three Year Return Comparative Analysis
Ivy Asset is currently under evaluation in three year return among similar funds. Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Ivy Asset Strategy 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 Ivy Asset mutual fund to make a market-neutral strategy. Peer analysis of Ivy Asset could also be used in its relative valuation, which is a method of valuing Ivy Asset by comparing valuation metrics with similar companies.
Peers
Ivy Asset Related Equities
| WASCX | Ivy Asset | 0.53 | ||||
| ILGRX | Ivy Large | 0.43 | ||||
| IMACX | Ivy Apollo | 0.31 | ||||
| IMAIX | Ivy Apollo | 0.31 | ||||
| IMAYX | Ivy Apollo | 0.31 | ||||
| WSGRX | Ivy Small | 0.30 | ||||
| WSCYX | Ivy Small | 0.28 | ||||
| WRGCX | Ivy Small | 0.26 | ||||
| WRHIX | Ivy High | 0.16 | ||||
| IMEGX | Ivy Emerging | 0.40 |
Other Information on Investing in Ivy Mutual Fund
Ivy Asset financial ratios help investors to determine whether Ivy 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 Ivy with respect to the benefits of owning Ivy Asset security.
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing |