The investment seeks to achieve long-term capital appreciation.
The fund seeks to achieve long term capital appreciation by investing primarily in publicly traded small-cap companies the adviser believes to be both undervalued and possessing a sustainable competitive advantage. A core position in the fund is generally approximately 5% of the fund's portfolio, so that theoretically the fund would seek to hold about 20 companies, spread across various industries. The fund may invest up to 30% of net assets in publicly traded foreign securities and may hold up to 15% of net assets in illiquid securities. It is non-diversified.
The average market capitalization across the Vulcan Value Partners Small Cap Instl MF is 2.98B. The market cap for tickers in the group ranges from 505.89M to 6.07B. G holds the highest valuation in this group at 6.07B. The lowest valued company is ITRN at 505.89M.
The average weekly volume growth across all stocks in the Vulcan Value Partners Small Cap Instl MF was 12%. For the same stocks of the MF, the average monthly volume growth was 9% and the average quarterly volume growth was -36%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 48
P/E Growth Rating: 58
Price Growth Rating: 48
SMR Rating: 74
Profit Risk Rating: 72
Seasonality Score: -8 (-100 ... +100)