River Street Advisors LLC Has 366,000 Stock Holdings in The AES Co.
| HNTVX Fund | USD 57.66 0.17 0.30% |
Slightly above 53% of Heartland Value's investor base is interested to short. The analysis of overall sentiment of trading Heartland Value Fund mutual fund suggests that many investors are impartial at this time. Heartland Value's investing sentiment can be driven by a variety of factors including economic data, Heartland Value's earnings reports, geopolitical events, and overall market trends.
Heartland |
River Street Advisors LLC raised its holdings in shares of The AES Co. by 8.1 percent in the 3rd quarter, HoldingsChannel reports. The firm owned 18,240 shares of the utilities providers stock after buying an additional 1,373 shares during the period. River Street Advisors LLCs holdings in AES were worth 366,000 as
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Heartland Value Fundamental Analysis
We analyze Heartland Value's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Heartland Value using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Heartland Value 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
Heartland Value 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.
Heartland Value 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 Heartland Value mutual fund to make a market-neutral strategy. Peer analysis of Heartland Value could also be used in its relative valuation, which is a method of valuing Heartland Value by comparing valuation metrics with similar companies.
Peers
Heartland Value Related Equities
| TISCX | Tiaa-cref Social | 0.53 | ||||
| HRTVX | Heartland Value | 0.30 | ||||
| HNVIX | Heartland Value | 0.05 | ||||
| HRVIX | Heartland Value | 0.05 |
Other Information on Investing in Heartland Mutual Fund
Heartland Value financial ratios help investors to determine whether Heartland 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 Heartland with respect to the benefits of owning Heartland Value security.
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