Notable companies
The most notable companies in this group are Mastercard (NYSE:MA), Goldman Sachs Group (NYSE:GS), TJX Companies (NYSE:TJX), AutoZone (NYSE:AZO), Domino's Pizza (NYSE:DPZ).
Industry description
The investment seeks the dual goals of capital preservation and the long-term growth of principal, while targeting a pattern of performance at variance with that of the market.
The fund seeks to achieve its investment objective by investing principally in a portfolio of common stocks of companies traded on United States ("U.S.") securities exchanges or over-the-counter markets that exhibit low valuations based on the Adviser's analysis of the companies' intrinsic value. The fund may invest in companies of any capitalization size, including large-cap, mid-cap and small-cap companies. The fund is non-diversified.
Market Cap
The average market capitalization across the Marshfield Concentrated Opportunity MF is 106.04B. The market cap for tickers in the group ranges from 15.43B to 446.3B. MA holds the highest valuation in this group at 446.3B. The lowest valued company is DPZ at 15.43B.
Volume
The average weekly volume growth across all stocks in the Marshfield Concentrated Opportunity MF was 19%. For the same stocks of the MF, the average monthly volume growth was 11% and the average quarterly volume growth was -4%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 76
P/E Growth Rating: 54
Price Growth Rating: 34
SMR Rating: 43
Profit Risk Rating: 16
Seasonality Score: 19 (-100 ... +100)