Convergence Long/Short Equity Fund Institutional Class
Convergence Long/Short Equity Fund Institutional Class
Your view on MARNX
Overview
What the company does, where it operates, and who runs it.
About Convergence Long/Short Equity Fund Institutional Class
- Industry
- Asset Management - Leveraged
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- Trust for Professional Mgrs (Convergnce), US
- Industry
- Asset Management - Leveraged
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- Trust for Professional Mgrs (Convergnce), US
This fund primarily allocates at least 80% of its net assets to both long and short positions in the equity securities of U.S. companies. While the advisor chiefly focuses on established mid- and large-capitalization firms, it retains the flexibility to invest in companies of any market size. The core strategy involves taking long (buying) positions in securities anticipated to outperform the market, and concurrently taking short (selling) positions in those expected to underperform. The advisor aims to keep the fund's overall net long market exposure within a range of approximately 50% to 100%.
Media
Infographics, videos, and posts covering the company.
Stock Data
Price chart, volume, and trading data.
Fair Value
What FRC thinks the stock is worth vs. the current price.
FRC's fair value estimate for Convergence Long/Short Equity Fund Institutional Class, and the rating behind it. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for Convergence Long/Short Equity Fund Institutional Class. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Dividend history, yield and payout sustainability for Convergence Long/Short Equity Fund Institutional Class. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for Convergence Long/Short Equity Fund Institutional Class. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for Convergence Long/Short Equity Fund Institutional Class. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
Convergence Long/Short Equity Fund Institutional Class valued side by side against its closest peers. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
Which funds and firms own the stock.
Which institutions hold Convergence Long/Short Equity Fund Institutional Class, and how their positions are changing. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings.
Insider Trading
Recent buying and selling by company executives.
Buying and selling by Convergence Long/Short Equity Fund Institutional Class executives and directors. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned.
Senate Trading
U.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming Convergence Long/Short Equity Fund Institutional Class. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely.
House Trading
U.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming Convergence Long/Short Equity Fund Institutional Class. Representatives' reported transactions in this security, shown next to the company's fundamentals.
News
Latest headlines and market coverage.
Latest headlines and company announcements for Convergence Long/Short Equity Fund Institutional Class. Press releases and market coverage, newest first.