Brunner Investment (UK) Manager Performance Evaluation
| BUT Fund | 1,370 35.00 2.49% |
The fund shows a Beta (market volatility) of 0.4, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Brunner Investment's returns are expected to increase less than the market. However, during the bear market, the loss of holding Brunner Investment is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Brunner Investment Trust has generated negative risk-adjusted returns adding no value to fund investors. In spite of rather sound technical and fundamental indicators, Brunner Investment is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders.
...more1 | Brunner Trust issues new shares at premium - Investing.com | 12/06/2024 |
| Brunner Investment dividend paid on 12th of December 2024 | 12/12/2024 |
| Begin Period Cash Flow | 9.9 M |
Brunner |
Brunner Investment Relative Risk vs. Return Landscape
If you would invest 143,889 in Brunner Investment Trust on November 27, 2024 and sell it today you would lose (6,889) from holding Brunner Investment Trust or give up 4.79% of portfolio value over 90 days. Brunner Investment Trust is generating negative expected returns and assumes 1.2467% volatility on return distribution over the 90 days horizon. Simply put, 11% of funds are less volatile than Brunner, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Brunner Investment Current Valuation
Fairly Valued
Today
Please note that Brunner Investment's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Brunner Investment Trust shows a prevailing Real Value of USD1380.43 per share. The current price of the fund is USD1370.0. We determine the value of Brunner Investment Trust from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor purchasing undervalued funds and exiting overvalued funds since, at some point, fund prices and their ongoing real values will blend.
The fair value of the Brunner fund is determined by what a typical buyer is willing to pay for full or partial control of Brunner Investment Trust. Since Brunner Investment is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Brunner Fund. However, Brunner Investment's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 1370.0 | Real 1380.43 | Hype 1370.45 | Naive 1386.76 |
The real value of Brunner Fund, also known as its intrinsic value, is the underlying worth of Brunner Investment Trust Fund, which is reflected in its stock price. It is based on Brunner Investment's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Brunner Investment's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, or news.
Estimating the potential upside or downside of Brunner Investment Trust helps investors to forecast how Brunner fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Brunner Investment more accurately as focusing exclusively on Brunner Investment's fundamentals will not take into account other important factors: Brunner Investment Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Brunner Investment's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Brunner Investment Trust, and traders can use it to determine the average amount a Brunner Investment's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0584
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BUT |
Estimated Market Risk
| 1.25 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Brunner Investment is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Brunner Investment by adding Brunner Investment to a well-diversified portfolio.
Brunner Investment Fundamentals Growth
Brunner Fund prices reflect investors' perceptions of the future prospects and financial health of Brunner Investment, and Brunner Investment fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Brunner Fund performance.
| Return On Equity | 0.17 | |||
| Return On Asset | 0.1 | |||
| Profit Margin | 0.94 % | |||
| Operating Margin | 0.94 % | |||
| Current Valuation | 649.01 M | |||
| Shares Outstanding | 43.25 M | |||
| Price To Book | 1.00 X | |||
| Price To Sales | 5.94 X | |||
| Revenue | 98.35 M | |||
| EBITDA | 41.83 M | |||
| Total Debt | 36.84 M | |||
| Book Value Per Share | 14.39 X | |||
| Cash Flow From Operations | 6.51 M | |||
| Earnings Per Share | 2.25 X | |||
| Total Asset | 655.02 M | |||
| Retained Earnings | 17.58 M | |||
About Brunner Investment Performance
By analyzing Brunner Investment's fundamental ratios, stakeholders can gain valuable insights into Brunner Investment's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Brunner Investment has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Brunner Investment has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about Brunner Investment Trust performance evaluation
Checking the ongoing alerts about Brunner Investment for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Brunner Investment Trust help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Brunner Investment generated a negative expected return over the last 90 days | |
| The fund holds all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Brunner Investment's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Brunner Investment's stock is overvalued or undervalued compared to its peers.
- Examining Brunner Investment's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Brunner Investment's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Brunner Investment's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Brunner Investment's fund. These opinions can provide insight into Brunner Investment's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Brunner Fund
Brunner Investment financial ratios help investors to determine whether Brunner 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 Brunner with respect to the benefits of owning Brunner Investment security.
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