Morton Community Bank Trims Stock Holdings in Oracle Co.
| HWLAX Fund | USD 42.90 0.52 1.23% |
Slightly above 50% of Hotchkis Wiley's investors are presently thinking to get in. The analysis of overall sentiment of trading Hotchkis Wiley Large mutual fund suggests that some investors are interested at this time. Hotchkis Wiley's investing sentiment can be driven by a variety of factors including economic data, Hotchkis Wiley's earnings reports, geopolitical events, and overall market trends.
Hotchkis |
Morton Community Bank reduced its position in Oracle Co. by 2.4 percent during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 32,204 shares of the enterprise software providers stock after selling 777 shares during the quarter. Oracle makes up about 1.4 percent
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Hotchkis Wiley Fundamental Analysis
We analyze Hotchkis Wiley's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Hotchkis Wiley using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Hotchkis Wiley 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.
Five Year Return
Five Year Return Comparative Analysis
Hotchkis Wiley is currently under evaluation in five year return among similar funds. Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Hotchkis Wiley Large 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 Hotchkis Wiley mutual fund to make a market-neutral strategy. Peer analysis of Hotchkis Wiley could also be used in its relative valuation, which is a method of valuing Hotchkis Wiley by comparing valuation metrics with similar companies.
Peers
Hotchkis Wiley Related Equities
| SMAPX | Salient Mlp | 2.77 | ||||
| ENPSX | Oil Gas | 2.37 | ||||
| PDX | Pimco Energy | 1.82 | ||||
| FIKAX | Fidelity Advisor | 1.40 | ||||
| HNRGX | Hennessy | 1.05 | ||||
| FRNRX | Franklin Natural | 0.86 |
Other Information on Investing in Hotchkis Mutual Fund
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