Steven Romicks FPA Crescent Fund 3rd Quarter Letter A Recap - GuruFocus.com
| WHGIX Fund | USD 12.45 0.02 0.16% |
Slightly above 66% of Westwood Income's investor base is looking to short. The analysis of overall sentiment of trading Westwood Income Opportunity mutual fund suggests that many investors are alarmed at this time. Westwood Income's investing sentiment can be driven by a variety of factors including economic data, Westwood Income's earnings reports, geopolitical events, and overall market trends.
Westwood |
Steven Romicks FPA Crescent Fund 3rd Quarter Letter A Recap GuruFocus.com
Read at news.google.com
 |
Westwood Income Fundamental Analysis
We analyze Westwood Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Westwood Income using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Westwood Income 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.
Year To Date Return
Year To Date Return Comparative Analysis
Westwood Income is currently under evaluation in year to date return among similar funds. Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Westwood Income Oppo 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 Westwood Income mutual fund to make a market-neutral strategy. Peer analysis of Westwood Income could also be used in its relative valuation, which is a method of valuing Westwood Income by comparing valuation metrics with similar companies.
Peers
Westwood Income Related Equities
| BERIX | Berwyn Income | 0.15 | ||||
| FPACX | Fpa Crescent | 0.05 | ||||
| GLRIX | James Balanced: | 0.09 | ||||
| WHGLX | Westwood Largecap | 0.19 | ||||
| WHGSX | Westwood Smallcap | 0.21 |
Other Information on Investing in Westwood Mutual Fund
Westwood Income financial ratios help investors to determine whether Westwood 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 Westwood with respect to the benefits of owning Westwood Income security.
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |