Manager Directed Financial Statements From 2010 to 2025
| HRITX Fund | USD 11.06 0.16 1.47% |
Check Manager Directed financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Manager Directed's main balance sheet or income statement drivers, such as , as well as many indicators such as . Manager financial statements analysis is a perfect complement when working with Manager Directed Valuation or Volatility modules.
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Manager Directed Portfolios Mutual Fund One Year Return Analysis
Manager Directed's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Manager Directed One Year Return | 7.40 % |
Most of Manager Directed's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Manager Directed Portfolios is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
| Competition |
Based on the recorded statements, Manager Directed Portfolios has an One Year Return of 7.4%. This is much higher than that of the Hood River Capital Management family and significantly higher than that of the Foreign Small/Mid Growth category. The one year return for all United States funds is notably lower than that of the firm.
Manager Directed Por Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Manager Directed's current stock value. Our valuation model uses many indicators to compare Manager Directed value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Manager Directed competition to find correlations between indicators driving Manager Directed's intrinsic value. More Info.Manager Directed Portfolios is rated # 2 fund in annual yield among similar funds. It is rated # 5 fund in year to date return among similar funds creating about 1,535 of Year To Date Return per Annual Yield. 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 Manager Directed's earnings, one of the primary drivers of an investment's value.About Manager Directed Financial Statements
Manager Directed investors use historical fundamental indicators, such as Manager Directed's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Manager Directed. Please read more on 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.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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