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OTTRX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$14.95
Change
+$0.15 (+1.01%)
Net Assets
149.74M

OTTRX price forecast, quote, news & analysis

Category: @Long-Short
A.I.Advisor
published price charts
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), GE Aerospace (NYSE:GE).

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 Instl MF is 441.95B. The market cap for tickers in the group ranges from 3.15B to 1.94T. GOOGL holds the highest valuation in this group at 1.94T. The lowest valued company is DBRG at 3.15B.

Volume

The average weekly volume growth across all stocks in the Otter Creek Long/Short Opportunity Instl MF was 207%. For the same stocks of the MF, the average monthly volume growth was 207% and the average quarterly volume growth was 23%

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: 46
Price Growth Rating: 49
SMR Rating: 59
Profit Risk Rating: 34
Seasonality Score: 38 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LongShort

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