David Herros International Equity Market Commentary - Q4 2023 - Seeking Alpha
| OAKWX Fund | USD 22.85 0.10 0.44% |
Slightly above 54% of Oakmark Global's investor base is interested to short. The analysis of overall sentiment of trading Oakmark Global Select mutual fund suggests that many investors are impartial at this time. Oakmark Global's investing sentiment can be driven by a variety of factors including economic data, Oakmark Global's earnings reports, geopolitical events, and overall market trends.
Oakmark |
David Herros International Equity Market Commentary - Q4 2023 Seeking Alpha
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Oakmark Global Fundamental Analysis
We analyze Oakmark Global's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Oakmark Global using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Oakmark Global 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
Oakmark Global 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.
Oakmark Global Select 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 Oakmark Global mutual fund to make a market-neutral strategy. Peer analysis of Oakmark Global could also be used in its relative valuation, which is a method of valuing Oakmark Global by comparing valuation metrics with similar companies.
Peers
Oakmark Global Related Equities
| OAKLX | Oakmark Select | 1.08 | ||||
| OAKBX | Oakmark Equity | 0.49 | ||||
| OAKEX | Oakmark International | 0.31 | ||||
| OAKIX | Oakmark International | 0.16 |
Other Information on Investing in Oakmark Mutual Fund
Oakmark Global financial ratios help investors to determine whether Oakmark 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 Oakmark with respect to the benefits of owning Oakmark Global security.
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
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| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance |