Manager Directed Portfolios Fund Manager Performance Evaluation
| HRIOX Fund | USD 11.14 0.14 1.27% |
The fund secures a Beta (Market Risk) of 0.41, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Manager Directed's returns are expected to increase less than the market. However, during the bear market, the loss of holding Manager Directed is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Manager Directed Portfolios has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
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Manager Directed Relative Risk vs. Return Landscape
If you would invest 1,207 in Manager Directed Portfolios on December 2, 2024 and sell it today you would lose (93.00) from holding Manager Directed Portfolios or give up 7.71% of portfolio value over 90 days. Manager Directed Portfolios is currently producing negative expected returns and takes up 1.3969% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Manager, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Manager Directed Current Valuation
Overvalued
Today
Please note that Manager Directed's price fluctuation is not too volatile at this time. Based on Macroaxis valuation methodology, the fund is overvalued. Manager Directed Por secures a last-minute Real Value of $10.27 per share. The latest price of the fund is $11.14. Our model forecasts the value of Manager Directed Por from analyzing the fund technical indicators and probability of bankruptcy. In general, investors recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Manager Directed is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Manager Mutual Fund. However, Manager Directed's 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 11.14 | Real 10.27 | Hype 11.0 | Naive 10.77 |
The intrinsic value of Manager Directed's 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 Manager Directed's 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 Manager Directed Portfolios helps investors to forecast how Manager 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 Manager Directed more accurately as focusing exclusively on Manager Directed's fundamentals will not take into account other important factors: Manager Directed Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Manager Directed's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Manager Directed Portfolios, and traders can use it to determine the average amount a Manager Directed's 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 = -0.0871
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HRIOX |
Estimated Market Risk
| 1.4 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.12 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Manager Directed 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 Manager Directed by adding Manager Directed to a well-diversified portfolio.
Manager Directed Fundamentals Growth
Manager Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Manager Directed, and Manager Directed 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 Manager Mutual Fund performance.
About Manager Directed Performance
Evaluating Manager Directed's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Manager Directed 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 Manager Directed 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.
The fund will invest primarily in common stocks and other equity securities of small-capitalization companies that are located in non-U.S. developed or emerging markets countries. Under normal market conditions, the fund will invest in issuers located in at least ten of the countries included in the Morgan Stanley Capital International AC World Index ex USA Small Cap Index. The adviser is expected to maintain a portfolio of approximately 80-85 stocks, which is constructed with the overall goal of mitigating both issuer-specific and portfolio risk.Things to note about Manager Directed Por performance evaluation
Checking the ongoing alerts about Manager Directed for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Manager Directed Por help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Manager Directed Por generated a negative expected return over the last 90 days | |
| The fund retains all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Manager Directed's 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 Manager Directed's stock is overvalued or undervalued compared to its peers.
- Examining Manager Directed's 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 Manager Directed's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Manager Directed's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Manager Directed's mutual fund. These opinions can provide insight into Manager Directed's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Manager Mutual Fund
Manager Directed financial ratios help investors to determine whether Manager 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 Manager with respect to the benefits of owning Manager Directed security.
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes |