Manager Directed Portfolios Fund Manager Performance Evaluation
| HRIOX Fund | USD 18.25 0.48 2.56% |
The fund secures a Beta (Market Risk) of 1.2, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Manager Directed will likely underperform.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Manager Directed Portfolios are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Manager Directed showed solid returns over the last few months and may actually be approaching a breakup point.
...moreManager |
Manager Directed Relative Risk vs. Return Landscape
If you would invest 1,554 in Manager Directed Portfolios on November 3, 2025 and sell it today you would earn a total of 271.00 from holding Manager Directed Portfolios or generate 17.44% return on investment over 90 days. Manager Directed Portfolios is currently producing 0.2708% returns and takes up 1.5147% volatility of returns over 90 trading days. Put another way, 13% of traded mutual funds are less volatile than Manager, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Manager Directed Current Valuation
Undervalued
Today
Please note that Manager Directed's price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the fund is undervalued. Manager Directed Por secures a last-minute Real Value of $19.35 per share. The latest price of the fund is $18.25. Our model forecasts the value of Manager Directed Por from analyzing the fund technical indicators and probability of bankruptcy. In general, investors recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Manager Directed is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Manager Mutual Fund. However, Manager Directed'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 18.25 | Real 19.35 | Hype 18.25 | Naive 18.34 |
The intrinsic value of Manager Directed'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 Manager Directed'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 Manager Directed Portfolios helps investors to forecast how Manager 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 Manager Directed more accurately as focusing exclusively on Manager Directed's fundamentals will not take into account other important factors: Manager Directed Target Price Odds to finish over Current Price
The tendency of Manager Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 18.25 | 90 days | 18.25 | nearly 4.49 |
Based on a normal probability distribution, the odds of Manager Directed to move above the current price in 90 days from now is nearly 4.49 (This Manager Directed Portfolios probability density function shows the probability of Manager Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.2 . This usually indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Manager Directed will likely underperform. Additionally Manager Directed Portfolios has an alpha of 0.2253, implying that it can generate a 0.23 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Manager Directed Price Density |
| Price |
Predictive Modules for Manager Directed
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Manager Directed Por. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Manager Directed Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Manager Directed is not an exception. The market had few large corrections towards the Manager Directed's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Manager Directed Portfolios, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Manager Directed within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.23 | |
β | Beta against Dow Jones | 1.20 | |
σ | Overall volatility | 1.35 | |
Ir | Information ratio | 0.16 |
Manager Directed Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Manager Directed for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Manager Directed Por can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains all of the assets under management (AUM) in different types of exotic instruments |
Manager Directed Fundamentals Growth
Manager Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Manager Directed, and Manager Directed 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 Manager Mutual Fund performance.
About Manager Directed Performance
Evaluating Manager Directed's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Manager Directed 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 Manager Directed 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 will invest primarily in common stocks and other equity securities of small-capitalization companies that are located in non-U.S. developed or emerging markets countries. Under normal market conditions, the fund will invest in issuers located in at least ten of the countries included in the Morgan Stanley Capital International AC World Index ex USA Small Cap Index. The adviser is expected to maintain a portfolio of approximately 80-85 stocks, which is constructed with the overall goal of mitigating both issuer-specific and portfolio risk.Things to note about Manager Directed Por performance evaluation
Checking the ongoing alerts about Manager Directed for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Manager Directed Por help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Manager Directed'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 Manager Directed's stock is overvalued or undervalued compared to its peers.
- Examining Manager Directed'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 Manager Directed's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Manager Directed's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Manager Directed's mutual fund. These opinions can provide insight into Manager Directed's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Manager Mutual Fund
Manager Directed financial ratios help investors to determine whether Manager 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 Manager with respect to the benefits of owning Manager Directed security.
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