Resources Management Corp CT ADV Invests 142,000 in Healthpeak Properties, Inc.
| WHGMX Fund | USD 16.90 0.26 1.56% |
Slightly above 53% of Westwood Smidcap's investors are presently thinking to get in. The analysis of overall sentiment of trading Westwood Smidcap Fund mutual fund suggests that some investors are interested 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 |
Resources Management Corp CT ADV bought a new position in shares of Healthpeak Properties, Inc. in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 6,220 shares of the real estate investment trusts stock, valued at approximately 142,000. Other
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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
| KGLCX | Kinetics Global | 1.33 | ||||
| SMYIX | Qs Global | 1.25 | ||||
| VGCAX | Vanguard Global | 0.37 | ||||
| LFLCX | Legg Mason | 0.11 | ||||
| SDGIX | Dreyfus/standish | 0.1 |
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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