Cannae Holdings, Inc. Q3 2024 Earnings Call Transcript
| RTSAX Fund | USD 40.10 0.15 0.38% |
Slightly above 54% of Tax Managed's investor base is interested to short. The analysis of overall sentiment of trading Tax Managed Mid Small mutual fund suggests that many investors are impartial at this time. Tax Managed's investing sentiment can be driven by a variety of factors including economic data, Tax Managed's earnings reports, geopolitical events, and overall market trends.
Tax |
Operator Good afternoon, ladies and gentlemen, and welcome to the Cannae Holdings Third Quarter 2024 Financial Results Conference Call.
Read at insidermonkey.com
 |
Tax Managed Fundamental Analysis
We analyze Tax Managed's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Tax Managed using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Tax Managed 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.
Ten Year Return
Ten Year Return Comparative Analysis
Tax Managed is currently under evaluation in ten year return among similar funds. Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Tax Managed Mid 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 Tax Managed mutual fund to make a market-neutral strategy. Peer analysis of Tax Managed could also be used in its relative valuation, which is a method of valuing Tax Managed by comparing valuation metrics with similar companies.
Peers
Tax Managed Related Equities
| PBHAX | Prudential High | 0.21 | ||||
| JYHRX | Jpmorgan High | 0.15 | ||||
| GHVIX | Gmo High | 0.12 | ||||
| ARTFX | Artisan High | 0.11 | ||||
| LSYFX | Lord Abbett | 0.10 | ||||
| BUFHX | Buffalo High | 0.09 |
Other Information on Investing in Tax Mutual Fund
Tax Managed financial ratios help investors to determine whether Tax 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 Tax with respect to the benefits of owning Tax Managed security.
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities |