Ivy Cundill Mutual Fund Money Managers

ICDCX Fund  USD 14.06  0.04  0.28%   
Ivy Cundill is run by 2 fund managers with a total tenure of about 3 years, averaging roughly 1.0 years of service per executive, having 0.5 employees per reported executive. Fund managers are in charge of implementing Ivy Cundill Global investing strategy and managing its portfolio trading activities. Break down of Ivy Cundill's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Ivy Cundill's future under-performance.
Jonathan Norwood  Executive
Fund Manager
More  
John Goetz  Executive
Fund Manager
More  
  
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Ivy Cundill Global. 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 main economic indicators.

Ivy Cundill Net Asset Comparison

Ivy Cundill Global is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Foreign Large Value category is currently estimated at about 30.15 Billion. Ivy Cundill claims roughly 303.85 Million in net asset contributing just under 2% to all funds under Foreign Large Value category.

Ivy Cundill Global Benchmark Summation

Operator
The output start index for this execution was zero with a total number of output elements of sixty-one. Ivy Cundill Global Price Series Summation is a cross summation of Ivy Cundill price series and its benchmark/peer.

Ivy Cundill Notable Stakeholders

An Ivy Cundill stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as Ivy Cundill often face trade-offs trying to please all of them. Ivy Cundill's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting Ivy Cundill's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.

About Ivy Cundill Management Performance

The success or failure of an entity such as Ivy Cundill Global often depends on how effective the management is. Ivy Cundill management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Ivy management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Ivy management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund invests at least 80 percent of its net assets in equity securities of issuers that are organized, have a majority of their assets, or generate the majority of their operating income outside the U.S. It generally invests up to 15 percent of its portfolio in emerging markets. The funds portfolio generally will consist of 60 to 80 stocks identified through a research-driven, bottom-up security selection process based on fundamental research, with relative sizing based on valuation, risk and diversification. It is non-diversified.
The data published in Ivy Cundill's official financial statements usually reflect Ivy Cundill's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Ivy Cundill Global. For example, before you start analyzing numbers published by Ivy accountants, it's critical to develop an understanding of what Ivy Cundill's liquidity, profitability, and earnings quality are in the context of the Ivy Funds space in which it operates.
Please note that past performance is not an indicator of the future performance of Ivy Cundill, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. .
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Ivy Cundill Global. 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 main economic indicators.
Note that the Ivy Cundill Global information on this page should be used as a complementary analysis to other Ivy Cundill's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.

Complementary Tools for Ivy Mutual Fund analysis

When running Ivy Cundill's price analysis, check to measure Ivy Cundill's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Ivy Cundill is operating at the current time. Most of Ivy Cundill's value examination focuses on studying past and present price action to predict the probability of Ivy Cundill's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Ivy Cundill's price. Additionally, you may evaluate how the addition of Ivy Cundill to your portfolios can decrease your overall portfolio volatility.
Performance Analysis
Check effects of mean-variance optimization against your current asset allocation
Idea Analyzer
Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas
Aroon Oscillator
Analyze current equity momentum using Aroon Oscillator and other momentum ratios
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
Portfolio Diagnostics
Use generated alerts and portfolio events aggregator to diagnose current holdings
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Balance Of Power
Check stock momentum by analyzing Balance Of Power indicator and other technical ratios
Investing Opportunities
Build portfolios using our predefined set of ideas and optimize them against your investing preferences
Bollinger Bands
Use Bollinger Bands indicator to analyze target price for a given investing horizon
Premium Stories
Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope
Stock Screener
Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook.
Please note, there is a significant difference between Ivy Cundill's value and its price as these two are different measures arrived at by different means. Investors typically determine if Ivy Cundill is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Ivy Cundill's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.