Kevin Ross - Advisory Research Fund Manager
Kevin Ross is Fund Manager at Advisory Research International
Kevin A. Ross, CFA, serves as an Associate and Research Analyst of the Advisory Research Inc since 2013. Prior to joining ARI, Mr. Ross worked as an International Equity Analyst at Driehaus Capital Management in Chicago from August 2008 to April 2013. He also worked as a Senior Research Associate at Raymond James from July 2006 to July 2008 with a focus on the real estate industry. Mr. Ross holds a B.S.B.A. in finance and international business from Washington University, St. Louis and an M.B.A. with a concentration in finance, international business, and economics from the University of Chicago, Booth School of Business.
Phone | 888-660-6610 |
Advisory Research Management Performance (%)
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Advisory Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is Advisory Research a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
Price To Earning | 12.65 X | |||
Price To Book | 1.02 X | |||
Price To Sales | 0.50 X | |||
Total Asset | 21.96 M | |||
One Year Return | 9.73 % | |||
Three Year Return | 8.01 % | |||
Five Year Return | 6.68 % | |||
Net Asset | 21.96 M | |||
Minimum Initial Investment | 2.5 K | |||
Last Dividend Paid | 0.22 |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Advisory Research in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Advisory Research's short interest history, or implied volatility extrapolated from Advisory Research options trading.
Pair Trading with Advisory Research
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Advisory Research position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Advisory Research will appreciate offsetting losses from the drop in the long position's value.The ability to find closely correlated positions to Paychex could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Paychex when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Paychex - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Paychex to buy it.
The correlation of Paychex is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Paychex moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Paychex moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Paychex can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.
Other Consideration for investing in Advisory Mutual Fund
If you are still planning to invest in Advisory Research check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Advisory Research's history and understand the potential risks before investing.
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