Heres Why Diamond Hill Small Cap Fund Added Insperity on Dip
| SCRSX Fund | USD 14.78 0.24 1.65% |
Slightly above 54% of Small Cap's investors are presently thinking to get in. The analysis of overall sentiment of trading Small Cap Core mutual fund suggests that some investors are interested at this time. Small Cap's investing sentiment can be driven by a variety of factors including economic data, Small Cap's earnings reports, geopolitical events, and overall market trends.
Small |
Diamond Hill Capital, an investment management company, released its Small Cap Fund third-quarter 2024 investor letter. A copy of the letter can be downloaded here. In Q3, markets contributed to strong year-to-date gains, though not without some volatility. As shown by the Russell 2000 Index, small-cap equities increased by 9, while the broad market Russell
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Small Cap Fundamental Analysis
We analyze Small Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Small Cap using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Small Cap 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
Small Cap 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.
Small Cap Core 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 Small Cap mutual fund to make a market-neutral strategy. Peer analysis of Small Cap could also be used in its relative valuation, which is a method of valuing Small Cap by comparing valuation metrics with similar companies.
Peers
Small Cap Related Equities
| BOSVX | Omni Small-cap | 1.45 | ||||
| FMFTX | Materials Portfolio | 0.79 | ||||
| ABVCX | Ab Value | 0.74 | ||||
| ARCHX | Archer Balanced | 0.44 | ||||
| LANIX | Qs Growth | 0.43 | ||||
| TWBIX | Balanced Fund | 0.25 | ||||
| RFXIX | Rational Special | 0.22 | ||||
| OPTCX | Rbb Fund | 0.10 |
Other Information on Investing in Small Mutual Fund
Small Cap financial ratios help investors to determine whether Small 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 Small with respect to the benefits of owning Small Cap security.
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| 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 |