Carillon Chartwell Mid Cap Value Fund Q4 2024 Commentary - Seeking Alpha
| BERCX Fund | USD 17.07 0.48 2.74% |
Slightly above 61% of Berwyn Cornerstone's investor base is looking to short. The analysis of overall sentiment of trading Berwyn Nerstone Fund mutual fund suggests that many investors are alarmed at this time. Berwyn Cornerstone's investing sentiment can be driven by a variety of factors including economic data, Berwyn Cornerstone's earnings reports, geopolitical events, and overall market trends.
BERWYN |
Carillon Chartwell Mid Cap Value Fund Q4 2024 Commentary Seeking Alpha
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Berwyn Cornerstone Fundamental Analysis
We analyze Berwyn Cornerstone's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Berwyn Cornerstone using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Berwyn Cornerstone based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Three Year Return
Three Year Return Comparative Analysis
Berwyn Nerstone is currently under evaluation in three year return among similar funds. Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Berwyn Cornerstone Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Berwyn Cornerstone mutual fund to make a market-neutral strategy. Peer analysis of Berwyn Cornerstone could also be used in its relative valuation, which is a method of valuing Berwyn Cornerstone by comparing valuation metrics with similar companies.
Peers
Berwyn Cornerstone Related Equities
| CWFCX | Carillon Chartwell | 0.21 |
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| CWFIX | Chartwell Short | 0.21 |
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| CWFAX | Chartwell Short | 0.21 |
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| CWFRX | Carillon Chartwell | 0.21 |
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| HIGUX | Eagle Growth | 1.87 |
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| HIGCX | Eagle Growth | 1.88 |
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| HIGJX | Eagle Growth | 1.90 |
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| CWSGX | Chartwell Small | 3.55 |
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| CWSHX | Carillon Chartwell | 3.61 |
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| CWSIX | Chartwell Small | 3.65 |
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Other Information on Investing in BERWYN Mutual Fund
Berwyn Cornerstone financial ratios help investors to determine whether BERWYN Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in BERWYN with respect to the benefits of owning Berwyn Cornerstone security.
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