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