Helen of Troy Limited Shares Bought by Gladstone Institutional Advisory LLC
PBSRX Fund | USD 15.76 0.09 0.57% |
Slightly above 61% of Polen Small's investor base is looking to short. The analysis of overall sentiment of trading Polen Small mutual fund suggests that many investors are alarmed at this time. Polen Small's investing sentiment can be driven by a variety of factors including economic data, Polen Small's earnings reports, geopolitical events, and overall market trends.
Polen |
Gladstone Institutional Advisory LLC grew its stake in Helen of Troy Limited by 6.6 percent in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 58,318 shares of the companys stock after purchasing an additional 3,609 shares during the period. Gladstone Institutional Advisory LLCs holdings in Helen of Troy were worth 3,607,000
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Polen Small Fundamental Analysis
We analyze Polen Small's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Polen Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Polen Small 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.
Cash Position Weight
Cash Position Weight Comparative Analysis
Polen Small is currently under evaluation in cash position weight among similar funds. Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Polen Small 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 Polen Small mutual fund to make a market-neutral strategy. Peer analysis of Polen Small could also be used in its relative valuation, which is a method of valuing Polen Small by comparing valuation metrics with similar companies.
Peers
Polen Small Related Equities
POLRX | Polen Growth | 1.17 | ||||
PGIIX | Polen Global | 1.08 | ||||
PGIRX | Polen Global | 1.03 | ||||
POIRX | Polen International | 0.56 | ||||
POIIX | Polen International | 0.55 | ||||
DDJRX | Ddj Opportunistic | 0.14 | ||||
DDJIX | Ddj Opportunistic | 0.14 | ||||
PBBIX | Fundvantage Trust | 0.1 | ||||
PGEIX | Prnpl Inv | 0.23 | ||||
POLIX | Polen Growth | 1.15 |
Other Information on Investing in Polen Mutual Fund
Polen Small financial ratios help investors to determine whether Polen 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 Polen with respect to the benefits of owning Polen Small security.
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