Castleark Management LLC Decreases Holdings in Visa Inc.
| VVPLX Fund | USD 28.53 0.10 0.35% |
Slightly above 61% of Vulcan Value's investor base is looking to short. The analysis of overall sentiment of trading Vulcan Value Partners mutual fund suggests that many investors are alarmed at this time. Vulcan Value's investing sentiment can be driven by a variety of factors including economic data, Vulcan Value's earnings reports, geopolitical events, and overall market trends.
Vulcan |
Castleark Management LLC lowered its position in Visa Inc. by 1.6 percent in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission . The institutional investor owned 176,105 shares of the credit-card processors stock after selling 2,814 shares during the quarter.
Read at thelincolnianonline.com
 |
Vulcan Value Fundamental Analysis
We analyze Vulcan Value's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Vulcan Value using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Vulcan 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.
Year To Date Return
Year To Date Return Comparative Analysis
Vulcan Value is currently under evaluation in year to date return among similar funds. Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Vulcan Value Partners 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 Vulcan Value mutual fund to make a market-neutral strategy. Peer analysis of Vulcan Value could also be used in its relative valuation, which is a method of valuing Vulcan Value by comparing valuation metrics with similar companies.
Peers
Vulcan Value Related Equities
| SPPIX | Short Precious | 2.47 | ||||
| VGSBX | Vy Goldman | 0.43 | ||||
| MXKJX | Great West | 0.50 | ||||
| EPGFX | Europac Gold | 1.60 | ||||
| FGDIX | Fidelity Advisor | 2.18 | ||||
| UIPMX | Precious Metals | 2.58 |
Other Information on Investing in Vulcan Mutual Fund
Vulcan Value financial ratios help investors to determine whether Vulcan 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 Vulcan with respect to the benefits of owning Vulcan Value security.
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories |