VVPLX Vulcan Value Partners Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Unitedhealth Group (NYSE:UNH), Elevance Health (NYSE:ELV).

The investment seeks to achieve long-term capital appreciation. The fund seeks to achieve long-term capital appreciation by purchasing securities primarily in publicly traded small-cap and large-cap companies that Vulcan Value Partners, LLC (“Vulcan” or the “Adviser”), the fund’s investment adviser, believes to be both undervalued and possessing a quality that gives a company a non-temporary advantage over their peers (or a “Sustainable Competitive Advantage”). It is non-diversified.

The average market capitalization across the Vulcan Value Partners MF is 689.69B. The market cap for tickers in the group ranges from 8.74B to 3.59T. MSFT holds the highest valuation in this group at 3.59T. The lowest valued company is TPG at 8.74B.

The average weekly volume growth across all stocks in the Vulcan Value Partners MF was 9%. For the same stocks of the MF, the average monthly volume growth was -8% and the average quarterly volume growth was -59%