Captrust Financial Advisors Has 1.84 Million Stock Holdings in Alexandria Real Estate Equities, Inc.
CSMDX Fund | USD 16.26 0.12 0.73% |
Slightly above 62% of Copeland Smid's investor base is looking to short. The analysis of overall sentiment of trading Copeland Smid Cap mutual fund suggests that many investors are alarmed at this time. Copeland Smid's investing sentiment can be driven by a variety of factors including economic data, Copeland Smid's earnings reports, geopolitical events, and overall market trends.
Copeland |
Captrust Financial Advisors increased its stake in shares of Alexandria Real Estate Equities, Inc. by 6.7 percent in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission . The institutional investor owned 15,498 shares of the real estate investment trusts stock after purchasing
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Copeland Smid Fundamental Analysis
We analyze Copeland Smid's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Copeland Smid using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Copeland Smid based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Equity Positions Weight
Equity Positions Weight Comparative Analysis
Copeland Smid is currently under evaluation in equity positions weight among similar funds. Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Copeland Smid Cap Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Copeland Smid mutual fund to make a market-neutral strategy. Peer analysis of Copeland Smid could also be used in its relative valuation, which is a method of valuing Copeland Smid by comparing valuation metrics with similar companies.
Peers
Copeland Smid Related Equities
EIPIX | Eip Growth | 0.31 |
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LMLRX | Qs Defensive | 0.45 |
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TEGAX | Mid Cap | 0.48 |
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ARTSX | Artisan Small | 0.51 |
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PGRTX | Smallcap Growth | 0.53 |
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LANIX | Qs Growth | 0.63 |
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CIPMX | Champlain Mid | 0.84 |
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Other Information on Investing in Copeland Mutual Fund
Copeland Smid financial ratios help investors to determine whether Copeland 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 Copeland with respect to the benefits of owning Copeland Smid security.
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