Discretionary transaction by Bruce Gottwald of tradable shares of NewMarket subject to Rule 16b-3

JDSAX Fund  USD 24.50  2.68  9.86%   
Slightly above 62% of Perkins Small's investor base is looking to short. The analysis of overall sentiment of trading Perkins Small Cap mutual fund suggests that many investors are alarmed at this time. Perkins Small's investing sentiment can be driven by a variety of factors including economic data, Perkins Small's earnings reports, geopolitical events, and overall market trends.
  
Filed transaction by NewMarket Director, 10 Percent Owner . Discretionary transaction in accordance with Rule 16b-3

Read at macroaxis.com
NewMarket insider trading alert for transaction of common stock by Bruce Gottwald, Director, 10 Percent Owner: , on 2nd of December 2024. This event was filed by NewMarket with SEC on 2021-12-31. Annual statement of changes in beneficial ownership - SEC Form 5

Perkins Small Fundamental Analysis

We analyze Perkins Small's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Perkins Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Perkins Small 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.

Equity Positions Weight

Equity Positions Weight Comparative Analysis

Perkins Small is currently under evaluation in equity positions weight among similar funds. Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.

Perkins Small Cap 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 Perkins Small mutual fund to make a market-neutral strategy. Peer analysis of Perkins Small could also be used in its relative valuation, which is a method of valuing Perkins Small by comparing valuation metrics with similar companies.

Other Information on Investing in Perkins Mutual Fund

Perkins Small financial ratios help investors to determine whether Perkins 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 Perkins with respect to the benefits of owning Perkins Small security.
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