Company Overview
The investment seeks long-term growth of capital. The fund seeks to achieve its investment objective by purchasing equity securities of U.S. companies that the Adviser believes are undervalued and likely to appreciate. It generally seeks to purchase common stocks of companies that are constituents of the S&P 500® Index. The fund may invest across different industries and sectors. The Adviser selects securities for purchase and sale using its proprietary ROTA/ROME® investment selection and portfolio construction methodology. ROTA/ROME® focuses on a company's Return on Total Assets and Return on Market Value of Equity.
Investment Analysis & Insights
Key Investment Highlights
- Market Position: Financial Services leader with 13.22M market capitalization
- Trading Volume: 0 shares traded today
- Price Range: 52-week range of $11.40 - $14.05
- Exchange: Listed on NASDAQ
Financial Metrics
Market Analysis for AXS Alternative Value Fund Class I
AXS Alternative Value Fund Class I (COGVX) operates in the Asset Management industry within the Financial Services sector. With a current market capitalization of 13.22M, the company represents a significant player in its market. The stock is currently trading at $11.40 with a positivedaily change of 0.00%.
The company's substantial employee base and presence on the NASDAQexchange position it as a Financial Services sector leader. Investors should consider the stock's P/E ratio of 0.00, beta of 0.78, and 52-week price range from $11.40 to $14.05when evaluating investment opportunities.
Why Invest in AXS Alternative Value Fund Class I?
Strengths
- • Established market presence in Financial Services
- • Strong financial metrics and market position
- • Listed on major exchange (NASDAQ)
- • Experienced leadership under
Investment Considerations
- • Monitor sector-specific market trends
- • Track quarterly earnings performance
- • Consider market volatility and beta
- • Evaluate long-term growth potential
Related Financial Services Stocks
About Financial Services Sector
The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.