Clarkston Partners Fund Manager Performance Evaluation
| CISMX Fund | USD 13.89 0.04 0.29% |
The fund shows a Beta (market volatility) of 0.53, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Clarkston Partners' returns are expected to increase less than the market. However, during the bear market, the loss of holding Clarkston Partners is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Clarkston Partners Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's primary indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio Date | 27th of January 2023 | |
| Expense Ratio | 1.0000 |
Clarkston |
Clarkston Partners Relative Risk vs. Return Landscape
If you would invest 1,537 in Clarkston Partners Fund on November 29, 2024 and sell it today you would lose (148.00) from holding Clarkston Partners Fund or give up 9.63% of portfolio value over 90 days. Clarkston Partners Fund is currently producing negative expected returns and takes up 0.7055% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Clarkston, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Clarkston Partners Current Valuation
Fairly Valued
Today
Please note that Clarkston Partners' price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Clarkston Partners shows a prevailing Real Value of $14.08 per share. The current price of the fund is $13.89. We determine the value of Clarkston Partners from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Clarkston Partners is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Clarkston Mutual Fund. However, Clarkston Partners' intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 13.89 | Real 14.08 | Hype 13.89 | Naive 14.05 |
The intrinsic value of Clarkston Partners' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Clarkston Partners' stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Clarkston Partners Fund helps investors to forecast how Clarkston mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Clarkston Partners more accurately as focusing exclusively on Clarkston Partners' fundamentals will not take into account other important factors: Clarkston Partners Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Clarkston Partners' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Clarkston Partners Fund, and traders can use it to determine the average amount a Clarkston Partners' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.2395
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CISMX |
Estimated Market Risk
| 0.71 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.17 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.24 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Clarkston Partners is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Clarkston Partners by adding Clarkston Partners to a well-diversified portfolio.
Clarkston Partners Fundamentals Growth
Clarkston Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Clarkston Partners, and Clarkston Partners fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Clarkston Mutual Fund performance.
| Price To Earning | 20.34 X | ||||
| Price To Book | 2.78 X | ||||
| Price To Sales | 1.45 X | ||||
| Total Asset | 880.85 M | ||||
About Clarkston Partners Performance
Evaluating Clarkston Partners' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Clarkston Partners has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Clarkston Partners has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests primarily in U.S.-traded equity securities of small- and medium-market capitalization companies. Its investments in equity securities may include common stock, preferred stock and convertible securities. The fund may also invest in foreign equity securities through American Depositary Receipts . It invests in companies the Adviser believes to be of high quality and believes to be undervalued relative to their expected long-term free cash flows. The fund is non-diversified.Things to note about Clarkston Partners performance evaluation
Checking the ongoing alerts about Clarkston Partners for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Clarkston Partners help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Clarkston Partners generated a negative expected return over the last 90 days | |
| The fund holds about 7.26% of its assets under management (AUM) in cash |
- Analyzing Clarkston Partners' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Clarkston Partners' stock is overvalued or undervalued compared to its peers.
- Examining Clarkston Partners' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Clarkston Partners' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Clarkston Partners' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Clarkston Partners' mutual fund. These opinions can provide insight into Clarkston Partners' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Clarkston Mutual Fund
Clarkston Partners financial ratios help investors to determine whether Clarkston 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 Clarkston with respect to the benefits of owning Clarkston Partners security.
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