Notable companies
The most notable companies in this group are Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Salesforce (NYSE:CRM), Skyworks Solutions (NASDAQ:SWKS).
Industry description
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 and large-cap companies the fund believes to be both undervalued and possessing a sustainable competitive advantage. The fund generally regards small-cap companies to be those less than $10 billion in market. It is non-diversified.
Market Cap
The average market capitalization across the Vulcan Value Partners MF is 489.59B. The market cap for tickers in the group ranges from 6.71B to 2.43T. AMZN holds the highest valuation in this group at 2.43T. The lowest valued company is QRVO at 6.71B.
Volume
The average weekly volume growth across all stocks in the Vulcan Value Partners MF was 48%. For the same stocks of the MF, the average monthly volume growth was -39% and the average quarterly volume growth was -11%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 61
P/E Growth Rating: 43
Price Growth Rating: 35
SMR Rating: 55
Profit Risk Rating: 36
Seasonality Score: 5 (-100 ... +100)