NYLI MacKay Convertible Securities Portfolio Q1 2025 Commentary - Seeking Alpha
| CWSIX Fund | USD 15.12 0.07 0.47% |
Slightly above 53% of Chartwell Small's investor base is interested to short. The analysis of overall sentiment of trading Chartwell Small Cap mutual fund suggests that many investors are impartial at this time. Chartwell Small's investing sentiment can be driven by a variety of factors including economic data, Chartwell Small's earnings reports, geopolitical events, and overall market trends.
CHARTWELL |
NYLI MacKay Convertible Securities Portfolio Q1 2025 Commentary Seeking Alpha
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Chartwell Small Fundamental Analysis
We analyze Chartwell Small's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Chartwell Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Chartwell Small 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.
Price To Earning
Price To Earning Comparative Analysis
Chartwell Small is the top fund in price to earning among similar funds. Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
Chartwell Small Cap 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 Chartwell Small mutual fund to make a market-neutral strategy. Peer analysis of Chartwell Small could also be used in its relative valuation, which is a method of valuing Chartwell Small by comparing valuation metrics with similar companies.
Peers
Chartwell Small Related Equities
| CWSHX | Carillon Chartwell | 2.11 | ||||
| HIGUX | Eagle Growth | 0.64 | ||||
| HIGCX | Eagle Growth | 0.58 | ||||
| CWSIX | Chartwell Small | 0.47 | ||||
| CWSGX | Chartwell Small | 0.23 | ||||
| CWFCX | Carillon Chartwell | 0.10 | ||||
| CWFIX | Chartwell Short | 0.10 | ||||
| CWFAX | Chartwell Short | 0.10 | ||||
| CWFRX | Carillon Chartwell | 0.10 | ||||
| HIGJX | Eagle Growth | 0.05 |
Other Information on Investing in CHARTWELL Mutual Fund
Chartwell Small financial ratios help investors to determine whether CHARTWELL 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 CHARTWELL with respect to the benefits of owning Chartwell Small security.
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