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OTCRX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
141.93M

OTCRX Otter Creek Long/Short Opportunity Inv Forecast, Technical & Fundamental Analysis

Category Unknown
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Unitedhealth Group (NYSE:UNH).

Industry description

The investment seeks long-term capital appreciation. The manager employs a long/short investment strategy to achieve capital appreciation and manage risk. The manager takes long positions in securities Otter Creek believes to be undervalued and short positions in securities Otter Creek believes to be overvalued. The fund's objective is to provide long-term capital appreciation. Under normal market conditions, the net long exposure of the fund (gross long exposures minus gross short exposures) is expected to range between -35% and +80% net long.

Market Cap

The average market capitalization across the Otter Creek Long/Short Opportunity Inv MF is 151.25B. The market cap for tickers in the group ranges from 17.69B to 474.88B. UNH holds the highest valuation in this group at 474.88B. The lowest valued company is HOLX at 17.69B.

Volume

The average weekly volume growth across all stocks in the Otter Creek Long/Short Opportunity Inv MF was 8%. For the same stocks of the MF, the average monthly volume growth was 3% and the average quarterly volume growth was 8%

Fundamental Analysis Ratings

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

Valuation Rating: 60
P/E Growth Rating: 52
Price Growth Rating: 41
SMR Rating: 62
Profit Risk Rating: 52
Seasonality Score: -51 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Unknown

Profile
Fundamentals
Details
Category
Equity Market Neutral
Address
Professionally Managed Portfolios (Otter Creek)222 Lakeview Avenue Suite 1100West Palm Beach
Phone
(561) 832-4110
Web
www.ottercreekfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
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STOCK / NAMEPrice $Chg $Chg %
LNW96.601.53
+1.61%
Light & Wonder
UE16.950.08
+0.47%
Urban Edge Properties
ASLE9.00-0.09
-0.99%
AerSale Corp
PRPH5.03-0.05
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PRSO1.53-0.05
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Peraso

OTCRX and

Correlation & Price change

A.I.dvisor tells us that OTCRX and BGCKX have been poorly correlated (+6% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that OTCRX and BGCKX's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OTCRX
1D Price
Change %
OTCRX100%
-0.23%
BGCKX - OTCRX
6%
Poorly correlated
-0.07%
COGMX - OTCRX
3%
Poorly correlated
-0.24%
CBHMX - OTCRX
-4%
Poorly correlated
N/A
CBHCX - OTCRX
-10%
Poorly correlated
+0.12%
CBHIX - OTCRX
-11%
Poorly correlated
+0.12%
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