Otter Creek Longshort Fund Manager Performance Evaluation
| OTTRX Fund | USD 15.23 0.08 0.52% |
The fund holds a Beta of 0.59, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Otter Creek's returns are expected to increase less than the market. However, during the bear market, the loss of holding Otter Creek is expected to be smaller as well.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Otter Creek Longshort are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Otter Creek is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of February 2023 | |
| Expense Ratio | 2.0600 |
Otter |
Otter Creek Relative Risk vs. Return Landscape
If you would invest 1,479 in Otter Creek Longshort on August 30, 2024 and sell it today you would earn a total of 44.00 from holding Otter Creek Longshort or generate 2.97% return on investment over 90 days. Otter Creek Longshort is currently producing 0.0494% returns and takes up 0.7557% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Otter, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Otter Creek Current Valuation
Fairly Valued
Today
Please note that Otter Creek's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Otter Creek Longshort holds a recent Real Value of $15.21 per share. The prevailing price of the fund is $15.23. We determine the value of Otter Creek Longshort from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support 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 Otter Creek is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Otter Mutual Fund. However, Otter Creek'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 15.23 | Real 15.21 | Hype 15.31 | Naive 15.23 |
The intrinsic value of Otter Creek'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 Otter Creek'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 Otter Creek Longshort helps investors to forecast how Otter 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 Otter Creek more accurately as focusing exclusively on Otter Creek's fundamentals will not take into account other important factors: Otter Creek Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Otter Creek's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Otter Creek Longshort, and traders can use it to determine the average amount a Otter Creek'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 = 0.0653
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | OTTRX |
Estimated Market Risk
| 0.76 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Otter Creek is performing at about 5% of its full potential. 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 Otter Creek by adding it to a well-diversified portfolio.
Otter Creek Fundamentals Growth
Otter Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Otter Creek, and Otter Creek 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 Otter Mutual Fund performance.
| Price To Earning | 19.94 X | |||
| Price To Book | 2.27 X | |||
| Price To Sales | 1.84 X | |||
| Total Asset | 147.75 M | |||
About Otter Creek Performance
Evaluating Otter Creek's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Otter Creek 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 Otter Creek 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 manager employs a longshort investment strategy to achieve capital appreciation and manage risk. The manager takes long positions in securities Otter Creek believes to be undervalued and short positions in securities Otter Creek believes to be overvalued. The funds objective is to provide long-term capital appreciation. Under normal market conditions, the net long exposure of the fund is expected to range between -35 percent and 80 percent net long.Things to note about Otter Creek Longshort performance evaluation
Checking the ongoing alerts about Otter Creek for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Otter Creek Longshort help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 64.54% of its assets in cash |
- Analyzing Otter Creek'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 Otter Creek's stock is overvalued or undervalued compared to its peers.
- Examining Otter Creek'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 Otter Creek's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Otter Creek's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Otter Creek's mutual fund. These opinions can provide insight into Otter Creek's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Otter Mutual Fund
Otter Creek financial ratios help investors to determine whether Otter 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 Otter with respect to the benefits of owning Otter Creek security.
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities |