Global Opportunity Mutual Fund Money Managers
| MSOPX Fund | USD 28.17 0.65 2.36% |
Break down of Global Opportunity'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 Global Opportunity's future under-performance.
| Kristian Heugh Executive Fund Manager |
| More |
Global |
Global Opportunity Net Asset Comparison
Global Opportunity Portfolio is number one fund in net asset among similar funds. Total Asset Under Management (AUM) of World Large-Stock Growth category is currently estimated at about 6.13 Billion. Global Opportunity totals roughly 2.75 Billion in net asset claiming about 45% of World Large-Stock Growth category.
Global Opportunity Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Global Opportunity Price Series Summation is a cross summation of Global Opportunity price series and its benchmark/peer.
Global Opportunity Stakeholder
| Kristian Heugh | Fund Manager | Profile |
About Global Opportunity Management Performance
The success or failure of an entity such as Global Opportunity often depends on how effective the management is. Global Opportunity 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 Global 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 Global 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 seeks to achieve its investment objective by investing primarily in established and emerging companies located throughout the world, with capitalizations within the range of companies included in the MSCI All Country World Index. In selecting securities for investment, the Adviser seeks high quality established and emerging companies that the Adviser believes are undervalued at the time of purchase. The fund may invest in equity securities. It may also invest in privately placed and restricted securities.
Please note that past performance is not an indicator of the future performance of Global Opportunity, 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 Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Global Opportunity Portfolio. 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 american community survey. You can also try the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.