The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Mastercard (NYSE:MA), Netflix (NASDAQ:NFLX), Walt Disney Company (The) (NYSE:DIS), Uber Technologies (NYSE:UBER), Shopify (NYSE:SHOP).
The investment seeks long-term capital appreciation while managing downside volatility.
The fund seeks long-term capital appreciation while managing downside volatility by investing long in equity securities that RiverPark believes have above-average growth prospects and selling short equity securities the Adviser believes are competitively disadvantaged over the long term. It invests primarily in the securities of U.S. companies, but it may also invest outside the U.S. The fund limits its investments in the securities of foreign issuers to no more than 15% of its assets.
The average market capitalization across the RiverPark Long/Short Opportunity Retail MF is 414.9B. The market cap for tickers in the group ranges from 68.09B to 2.73T. AAPL holds the highest valuation in this group at 2.73T. The lowest valued company is SHOP at 68.09B.
The average weekly volume growth across all stocks in the RiverPark Long/Short Opportunity Retail MF was -51%. For the same stocks of the MF, the average monthly volume growth was 6% and the average quarterly volume growth was -18%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 75
P/E Growth Rating: 44
Price Growth Rating: 47
SMR Rating: 60
Profit Risk Rating: 62
Seasonality Score: -40 (-100 ... +100)