The most notable companies in this group are Dollar Tree (NASDAQ:DLTR), Exelixis (NASDAQ:EXEL).
The investment seeks capital appreciation.
The fund invests primarily in common stocks of U.S. companies of any market capitalization that are the target of shareholder activism. The adviser defines an activist as an investor who holds more than 5% of a company's shares and either (A) has a history of activist investing and/or (B) has publicly disclosed a catalyst for change such as seeking Board seats, improving operations and/or corporate governance practices, approving a merger, spinning-off an operating division or selling a significant amount of company assets. It is non-diversified.
The average market capitalization across the 13D Activist C MF is 7.52B. The market cap for tickers in the group ranges from 2.24B to 25.6B. DLTR holds the highest valuation in this group at 25.6B. The lowest valued company is THS at 2.24B.
The average weekly volume growth across all stocks in the 13D Activist C MF was 60%. For the same stocks of the MF, the average monthly volume growth was -17% and the average quarterly volume growth was -31%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 63
P/E Growth Rating: 48
Price Growth Rating: 53
SMR Rating: 70
Profit Risk Rating: 63
Seasonality Score: -4 (-100 ... +100)