CLIFX Lone Peak Value Institutional Forecast, Technical & Fundamental Analysis

The most notable companies in this group are American Express Company (NYSE:AXP), Kraft Heinz Company (The) (NASDAQ:KHC).

The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of companies of any size that the fund's investment adviser believes are trading at a discount to what they are worth at the time of purchase and have the potential for capital appreciation with acceptable downside risks. The Adviser uses a disciplined "bottom-up" selection process to identify equity securities of companies that appear to be selling at a discount to the Adviser's assessment of their potential value.

The average market capitalization across the Lone Peak Value Institutional MF is 34.5B. The market cap for tickers in the group ranges from 1.15B to 239.85B. AXP holds the highest valuation in this group at 239.85B. The lowest valued company is CTBI at 1.15B.

The average weekly volume growth across all stocks in the Lone Peak Value Institutional MF was -12%. For the same stocks of the MF, the average monthly volume growth was 9% and the average quarterly volume growth was -42%