Notable companies
The most notable companies in this group are Chevron Corp (NYSE:CVX), Newmont Corp (NYSE:NEM), BP plc (NYSE:BP), Phillips 66 (NYSE:PSX), Occidental Petroleum Corp (NYSE:OXY).
Industry description
The investment seeks to provide long-term growth of capital.
To achieve the fund's investment objective, the adviser invests in the securities of publicly traded companies involved in mergers, takeovers, tender offers, leveraged buyouts, spin-offs, liquidations, or similar events ("corporate reorganizations"). A variety of strategies can be employed to capitalize on the mispricing of corporate securities during corporate reorganizations, including transactions involving common and preferred stock, debt instruments and derivative securities.
Market Cap
The average market capitalization across the Camelot Event Driven Institutional MF is 81.24B. The market cap for tickers in the group ranges from 12.91B to 402.66B. CVX holds the highest valuation in this group at 402.66B. The lowest valued company is BMRN at 12.91B.
Volume
The average weekly volume growth across all stocks in the Camelot Event Driven Institutional MF was 22%. For the same stocks of the MF, the average monthly volume growth was 4% and the average quarterly volume growth was -33%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 51
P/E Growth Rating: 45
Price Growth Rating: 30
SMR Rating: 64
Profit Risk Rating: 52
Seasonality Score: -41 (-100 ... +100)