Disposition of 150 shares by Morgan Davis of White Mountains subject to Rule 16b-3
| WHGMX Fund | USD 16.06 0.04 0.25% |
Slightly above 55% of Westwood Smidcap's investor base is interested to short. The analysis of overall sentiment of trading Westwood Smidcap Fund mutual fund suggests that many investors are impartial at this time. Westwood Smidcap's investing sentiment can be driven by a variety of factors including economic data, Westwood Smidcap's earnings reports, geopolitical events, and overall market trends.
Westwood |
Filed transaction by White Mountains Insurance Director. Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3
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Westwood Smidcap Fundamental Analysis
We analyze Westwood Smidcap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Westwood Smidcap using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Westwood Smidcap 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
Westwood Smidcap 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.
Westwood Smidcap 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 Westwood Smidcap mutual fund to make a market-neutral strategy. Peer analysis of Westwood Smidcap could also be used in its relative valuation, which is a method of valuing Westwood Smidcap by comparing valuation metrics with similar companies.
Peers
Westwood Smidcap Related Equities
| SBQIX | Americafirst Large | 4.95 | ||||
| MKFOX | Blackrock Large | 1.71 | ||||
| ILESX | Fisher Investments | 1.24 | ||||
| LGPSX | Profunds-large Cap | 1.01 | ||||
| RETSX | Tax-managed | 0.66 | ||||
| CMIFX | Calvert Large | 0.10 |
Other Information on Investing in Westwood Mutual Fund
Westwood Smidcap financial ratios help investors to determine whether Westwood 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 Westwood with respect to the benefits of owning Westwood Smidcap security.
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