Invests in public equity and fixed income markets. Focuses on value stocks across diversified sectors. Now — the numbers.
This is an established company with proven profits.
An average decline of 31% a year over the last 3 years — the most striking risk in this picture.
The market pays 32.8× for every dollar this company earns in a year — a price that already assumes things go well.
No analyst target is on record for this company.
angles, checked one by one.
The 2 that stand out are on screen; the rest came back neutral.
The council scores out of 10; report-card grades are out of 100.
Revenue Growth: Sales are going backwards, not just slowing.
The stock trades 37% below its peak. The market has trimmed its expectations for the company.
The net profit margin is 81% — still a thick cushion, though costs have been eating into it lately.
It pays out $0.28 per share each year — regular cash for whoever holds the stock.
Over the last 4 years, sales fell about 31% a year on average. Profit is holding up, but a shrinking business is a risk worth watching.
The company’s market value is 33 times its annual profit. Even a small disappointment could hit the price hard.
We grade companies — revenue, margins, balance sheets. This is a fund, so there is no report card to give. That is not a low grade; it is a different kind of thing.
One-line summary: a basket, not a business. Judge it by what it holds.