Causeway Concentrated Equity Manager Performance
| CCEVXDelisted Fund | USD 9.96 0.00 0.00% |
The fund shows a Beta (market volatility) of 0.37, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Causeway Concentrated's returns are expected to increase less than the market. However, during the bear market, the loss of holding Causeway Concentrated is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Causeway Concentrated Equity has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Causeway Concentrated is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Causeway Concentrated Relative Risk vs. Return Landscape
If you would invest 0.00 in Causeway Concentrated Equity on September 2, 2024 and sell it today you would earn a total of 0.00 from holding Causeway Concentrated Equity or generate 0.0% return on investment over 90 days. Causeway Concentrated Equity is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Causeway, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
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Causeway Concentrated Current Valuation
Overvalued
Today
Please note that Causeway Concentrated's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Causeway Concentrated shows a prevailing Real Value of $9.41 per share. The current price of the fund is $9.96. We determine the value of Causeway Concentrated from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Causeway Concentrated is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Causeway Mutual Fund. However, Causeway Concentrated'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 9.96 | Real 9.41 | Hype 9.96 |
The intrinsic value of Causeway Concentrated'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, news, and other external factors that may influence Causeway Concentrated's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Causeway Concentrated Equity helps investors to forecast how Causeway mutual 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 Causeway Concentrated more accurately as focusing exclusively on Causeway Concentrated's fundamentals will not take into account other important factors: Causeway Concentrated Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Causeway Concentrated's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Causeway Concentrated Equity, and traders can use it to determine the average amount a Causeway Concentrated'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 = 0.0
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Based on monthly moving average Causeway Concentrated 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 Causeway Concentrated by adding Causeway Concentrated to a well-diversified portfolio.
Causeway Concentrated Fundamentals Growth
Causeway Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Causeway Concentrated, and Causeway Concentrated 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 Causeway Mutual Fund performance.
| Total Asset | 3.71 M | |||
About Causeway Concentrated Performance
Evaluating Causeway Concentrated's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Causeway Concentrated 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 Causeway Concentrated has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its total assets in equity securities of companies in the U.S and in developed and emerging countries outside the U.S. Causeway Concentrated is traded on NASDAQ Exchange in the United States.Things to note about Causeway Concentrated performance evaluation
Checking the ongoing alerts about Causeway Concentrated for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Causeway Concentrated help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Causeway Concentrated is not yet fully synchronised with the market data | |
| Causeway Concentrated has a very high chance of going through financial distress in the upcoming years | |
| The fund holds 96.52% of its assets under management (AUM) in equities |
- Analyzing Causeway Concentrated'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 Causeway Concentrated's stock is overvalued or undervalued compared to its peers.
- Examining Causeway Concentrated'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 Causeway Concentrated's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Causeway Concentrated's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Causeway Concentrated's mutual fund. These opinions can provide insight into Causeway Concentrated's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in real. You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.
Other Consideration for investing in Causeway Mutual Fund
If you are still planning to invest in Causeway Concentrated check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Causeway Concentrated's history and understand the potential risks before investing.
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