Insider Trading

WHGSX Fund  USD 19.78  0.09  0.46%   
Slightly above 55% of Westwood Smallcap's investor base is interested to short. The analysis of overall sentiment of trading Westwood Smallcap Value mutual fund suggests that many investors are impartial at this time. Westwood Smallcap's investing sentiment can be driven by a variety of factors including economic data, Westwood Smallcap's earnings reports, geopolitical events, and overall market trends.
  
Filed transaction by Stepan Company Officer: Vp & Interim Cfo. Insider Public Trading

Read at macroaxis.com
General Transaction of 468 stock appreciation right at 87.5 of Stepan by Samuel Hinrichsen on 22nd of November 2024. This event was filed by Stepan Company with SEC on 2025-03-04. Initial filing of beneficial ownership - SEC Form 3

Westwood Smallcap Fundamental Analysis

We analyze Westwood Smallcap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Westwood Smallcap using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Westwood Smallcap 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.

Total Asset

Total Asset Comparative Analysis

Westwood Smallcap is rated fourth in total asset among similar funds. Total Asset is everything that a business owns. It is the sum of current and long-term assets owned by a firm at a given time. These assets are listed on a balance sheet and typically valued based on their purchasing prices, not the current market value.

Westwood Smallcap Value 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 Smallcap mutual fund to make a market-neutral strategy. Peer analysis of Westwood Smallcap could also be used in its relative valuation, which is a method of valuing Westwood Smallcap by comparing valuation metrics with similar companies.

Other Information on Investing in Westwood Mutual Fund

Westwood Smallcap 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 Smallcap security.
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Alpha Finder
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Price Transformation
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Portfolio Rebalancing
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