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BBHSX BBH Partner Fund Small Cap Equity Forecast, Technical & Fundamental Analysis

Category SmallGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Zuora (NYSE:ZUO).

Industry description

The investment seeks to provide investors with long-term growth of capital. The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in small cap equity securities. Such securities will be publicly traded and issued by domestic issuers directly. The fund primarily seeks to purchase common stock. Brown Brothers Harriman & Co. (“BBH&Co.”), through a separately identifiable department (“Investment Adviser”), employs a “manager of managers” investment approach, whereby it allocates the fund’s assets to the fund’s sub-adviser, Bares Capital Management, Inc. (“Sub-adviser”). The fund is non-diversified.

Market Cap

The average market capitalization across the BBH Partner Fund Small Cap Equity MF is 1.99B. The market cap for tickers in the group ranges from 520.87M to 6.04B. ESI holds the highest valuation in this group at 6.04B. The lowest valued company is FC at 520.87M.

Volume

The average weekly volume growth across all stocks in the BBH Partner Fund Small Cap Equity MF was -5%. For the same stocks of the MF, the average monthly volume growth was -20% and the average quarterly volume growth was 125%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 75
P/E Growth Rating: 69
Price Growth Rating: 48
SMR Rating: 61
Profit Risk Rating: 71
Seasonality Score: 17 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Bbh Trust40 Water StreetBoston
Phone
617-423-0800
Web
www.bbhfunds.com
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BBHSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BBHSX has been closely correlated with WCMNX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if BBHSX jumps, then WCMNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BBHSX
1D Price
Change %
BBHSX100%
+0.52%
WCMNX - BBHSX
93%
Closely correlated
+0.55%
WCMLX - BBHSX
93%
Closely correlated
+0.47%
VEXPX - BBHSX
69%
Closely correlated
+0.56%
VEXRX - BBHSX
69%
Closely correlated
+0.57%
VSGAX - BBHSX
67%
Closely correlated
+0.76%
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