Cambiar Small Cash Position Weight vs. Equity Positions Weight
| CAMSX Fund | USD 18.17 0.04 0.22% |
For Cambiar Small profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Cambiar Small to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Cambiar Small Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Cambiar Small's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Cambiar Small Cap over time as well as its relative position and ranking within its peers.
Cambiar |
Cambiar Small Cap Equity Positions Weight vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Cambiar Small's current stock value. Our valuation model uses many indicators to compare Cambiar Small value to that of its competitors to determine the firm's financial worth. Cambiar Small Cap is the top fund in cash position weight among similar funds. It also is the top fund in equity positions weight among similar funds making about 16.27 of Equity Positions Weight per Cash Position Weight. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Cambiar Small's earnings, one of the primary drivers of an investment's value.Cambiar Equity Positions Weight vs. Cash Position Weight
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Cambiar Small |
| = | 5.79 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Cambiar Small |
| = | 94.21 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Cambiar Equity Positions Weight Comparison
Cambiar Small is currently under evaluation in equity positions weight among similar funds.
Cambiar Small Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Cambiar Small, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Cambiar Small will eventually generate negative long term returns. The profitability progress is the general direction of Cambiar Small's change in net profit over the period of time. It can combine multiple indicators of Cambiar Small, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in common stocks of small-cap companies. The Adviser constructs the funds portfolio on a security-by-security basis, with the goal of building a portfolio that strikes a balance between the Advisers conviction in an investment and portfolio diversification.
Cambiar Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Cambiar Small. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Cambiar Small position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Cambiar Small's important profitability drivers and their relationship over time.
Use Cambiar Small in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Cambiar Small position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Cambiar Small will appreciate offsetting losses from the drop in the long position's value.Cambiar Small Pair Trading
Cambiar Small Cap Pair Trading Analysis
The ability to find closely correlated positions to Cambiar Small could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Cambiar Small when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Cambiar Small - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Cambiar Small Cap to buy it.
The correlation of Cambiar Small is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Cambiar Small moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Cambiar Small Cap moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Cambiar Small can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Cambiar Small position
In addition to having Cambiar Small in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Aggressive Funds Thematic Idea Now
Aggressive Funds
Funds or Etfs that attempt to achieve high capital gains by investing in companies with high growth potential and above average risk. The Aggressive Funds theme has 42 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Aggressive Funds Theme or any other thematic opportunities.
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Other Information on Investing in Cambiar Mutual Fund
To fully project Cambiar Small's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Cambiar Small Cap at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Cambiar Small's income statement, its balance sheet, and the statement of cash flows.
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Global Correlations Find global opportunities by holding instruments from different markets |