Otter Creek Longshort Fund Quote
| OTCRX Fund | USD 14.98 0.01 0.07% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Otter Creek is trading at 14.98 as of the 4th of December 2024; that is 0.07 percent down since the beginning of the trading day. The fund's open price was 14.99. Otter Creek has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Otter Creek Longshort are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of November 2024 and ending today, the 4th of December 2024. Click here to learn more.
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. More on Otter Creek Longshort
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Otter Mutual Fund Highlights
| Fund Concentration | Otter Creek Funds, Large Funds, Equity Market Neutral Funds, Equity Market Neutral, Otter Creek (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Otter Creek Longshort [OTCRX] is traded in USA and was established 4th of December 2024. Otter Creek is listed under Otter Creek category by Fama And French industry classification. The fund is listed under Equity Market Neutral category and is part of Otter Creek family. This fund now has accumulated 153.31 M in assets with minimum initial investment of 2.5 K. Otter Creek Longshort is currently producing year-to-date (YTD) return of 18.76% with the current yeild of 0.02%, while the total return for the last 3 years was 6.3%.
Check Otter Creek Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Otter Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Otter Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Otter Creek Longshort Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Otter Creek Longshort Mutual Fund Constituents
| HLT | Hilton Worldwide Holdings | Stock | Consumer Discretionary | |
| PWR | Quanta Services | Stock | Industrials | |
| J | Jacobs Solutions | Stock | Industrials | |
| ETWO | E2open Parent Holdings | Stock | Information Technology | |
| FNB | FNB Corp | Stock | Financials | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| WY | Weyerhaeuser | Stock | Real Estate | |
| BLK | BlackRock | Stock | Financials |
Otter Creek Longshort Risk Profiles
| Mean Deviation | 0.5352 | |||
| Semi Deviation | 0.7772 | |||
| Standard Deviation | 0.7417 | |||
| Variance | 0.5501 |
Otter Creek Against Markets
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.
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