Connor Clark Lunn Investment Management Ltd. Raises Stake in LiveRamp Holdings, Inc.
| WBSRX Fund | USD 40.76 0.11 0.27% |
Slightly above 62% of William Blair's investor base is looking to short. The analysis of overall sentiment of trading William Blair Small mutual fund suggests that many investors are alarmed at this time. William Blair's investing sentiment can be driven by a variety of factors including economic data, William Blair's earnings reports, geopolitical events, and overall market trends.
William |
Connor Clark Lunn Investment Management Ltd. boosted its position in LiveRamp Holdings, Inc. by 55.3 percent during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 355,131 shares of the companys stock after purchasing an additional 126,527 shares during
Read at thelincolnianonline.com
 |
William Blair Fundamental Analysis
We analyze William Blair's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of William Blair using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of William Blair 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.
One Year Return
One Year Return Comparative Analysis
William Blair is currently under evaluation in one year return among similar funds. One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
William Blair Small 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 William Blair mutual fund to make a market-neutral strategy. Peer analysis of William Blair could also be used in its relative valuation, which is a method of valuing William Blair by comparing valuation metrics with similar companies.
Peers
William Blair Related Equities
| RERPX | American Funds | 0.55 | ||||
| FRTCX | Franklin Lifesmart | 0.19 | ||||
| TDIFX | Dimensional Retirement | 0.09 | ||||
| PGFCX | Pgim Conservative | 0.56 | ||||
| BIMPX | Blackrock Moderate | 0.60 | ||||
| CMACX | Calvert Moderate | 0.66 |
Other Information on Investing in William Mutual Fund
William Blair financial ratios help investors to determine whether William 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 William with respect to the benefits of owning William Blair security.
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| 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 | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories |