FORA Capital LLC Makes New 432,000 Investment in Coterra Energy Inc.
| RTSAX Fund | USD 43.05 0.09 0.21% |
Slightly above 54% of Tax-managed's investor base is interested to short. The analysis of overall sentiment of trading Tax Managed Mid Small mutual fund suggests that many investors are impartial at this time. Tax-managed's investing sentiment can be driven by a variety of factors including economic data, Tax-managed's earnings reports, geopolitical events, and overall market trends.
Tax-managed |
FORA Capital LLC purchased a new stake in Coterra Energy Inc. in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 18,053 shares of the companys stock, valued at approximately 432,000. Several other hedge funds have also modified their holdings of CTRA. Fortitude
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Tax-managed Fundamental Analysis
We analyze Tax-managed's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Tax-managed using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Tax-managed 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.
Net Asset
Net Asset Comparative Analysis
Tax Managed is currently under evaluation in net asset among similar funds. Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Tax Managed Mid 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 Tax-managed mutual fund to make a market-neutral strategy. Peer analysis of Tax-managed could also be used in its relative valuation, which is a method of valuing Tax-managed by comparing valuation metrics with similar companies.
Peers
Tax-managed Related Equities
| CGEOX | Calamos Global | 0.92 | ||||
| GCIEX | The Gabelli | 0.50 | ||||
| FLDFX | Balanced Fund | 0.48 | ||||
| RUSTX | Us Strategic | 0.42 | ||||
| DIVHX | Cutler Equity | 0.27 | ||||
| IEQAX | Icon Equity | 0.17 | ||||
| APDNX | Artisan Select | 0.12 |
Other Information on Investing in Tax-managed Mutual Fund
Tax-managed financial ratios help investors to determine whether Tax-managed 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 Tax-managed with respect to the benefits of owning Tax-managed security.
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