Notable companies
The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), GE Aerospace (NYSE:GE).
Industry description
The investment seeks long-term capital appreciation.
The manager employs a long/short investment strategy to achieve capital appreciation and manage risk. The manager takes long positions in securities Otter Creek believes to be undervalued and short positions in securities Otter Creek believes to be overvalued. The fund's objective is to provide long-term capital appreciation. Under normal market conditions, the net long exposure of the fund (gross long exposures minus gross short exposures) is expected to range between -35% and +80% net long.
Market Cap
The average market capitalization across the Otter Creek Long/Short Opportunity Instl MF is 652.37B. The market cap for tickers in the group ranges from 2.05B to 2.84T. GOOGL holds the highest valuation in this group at 2.84T. The lowest valued company is DBRG at 2.05B.
Volume
The average weekly volume growth across all stocks in the Otter Creek Long/Short Opportunity Instl MF was 13%. For the same stocks of the MF, the average monthly volume growth was 34% and the average quarterly volume growth was -15%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 66
P/E Growth Rating: 62
Price Growth Rating: 43
SMR Rating: 54
Profit Risk Rating: 45
Seasonality Score: -15 (-100 ... +100)