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Swiss Helvetia Fund has the GF Value Rank of 0.
The GF Value Rank is determined by the price-to-GF-Value (P/GF Value) ratio, a proprietary metric calculated based on historical multiples along with an adjustment factor based on a company's past returns and growth and future estimates of the business' performance.
GuruFocus found that for valuation, we cannot simply give stocks a better GF Value rank simply because they have a lower P/GF Value ratio. Backtesting shows that over the long term, the two worst-performing groups are the most expensive group (with the highest P/GF Value ratio) and the least expensive group (with the lowest P/GF Value ratio).
We can understand why the most expensive group underperforms. We were initially puzzled by the underperformance of the least expensive group, but we realized there is a reason why some stocks are super cheap. If they look too undervalued, it is often because the businesses behind them are poor quality. The market realized this and gave them low valuations. In a way, the market is efficient.
After multiple backtesting analyses, we granted the stocks in third-cheapest percentile the highest GF Value rank, as they have performed the best over a full market cycle. Stock performance is actually not as sensitive to valuation as it is to growth and profitability. On average, the companies in the 20%-50% valuation groups have similar performances. Therefore, we should avoid the most expensive and the least expensive stocks. We can be more tolerant of valuation.
Please click GF Score to see more details on the GF Score's 5 Key Aspects of Analysis.
Thank you for viewing the detailed overview of Swiss Helvetia Fund's GF Value Rank provided by GuruFocus.com. Please click on the following links to see related term pages.
Andrew Dakos | director | 250 PEHLE AVE., SUITE 708, SADDLE BROOK NJ 07663 |
Phillip Goldstein | director | 60 HERITAGE DRIVE, PLEASANTVILLE NY 10570 |
Moritz A Sell | director | C/O USBANCORP FUND SERVICES, 777 E WISCONSIN AVE., MILWAUKEE WI 53202 |
Gerald Hellerman | director | 5431 NW 21ST AVE., BOCA RATON FL 33496 |
Stephanie Darling | officer: Chief Compliance Officer | 250 PEHLE AVE., SUITE 708, SADDLE BROOK NJ 07663 |
Rajeev P Das | officer: Secretary | 250 PEHLE AVE., SUITE 708, SADDLE BROOK NJ 07663 |
Thomas Antonucci | officer: Chief Financial Officer | 250 PEHLE AVE. SUITE 708, SADDLE BROOK NJ 07663 |
Richard Dayan | director | C/O IMPERIAL HOLDINGS, INC., 701 PARK OF COMMERCE BLVD., SUITE 301, BOCA RATON FL 33487 |
David Bock | director | C/O I-TRAX INC, ONE LOGAN SQUARE STE 2615, PHILADELPHIA PA 19103 |
Jean Hoysradt | director | C/O W. P. CAREY INC., ONE MANHATTAN WEST, 395 9TH AVE., 58 FL, NEW YORK NY 10001 |
Samuel B Witt | director | STATFESIDE ASSOCIATES INC, 2300 CLARENDON BLVD STE 407, ARLINGTON VA 22201 |
Fred J Ricciardi | director | 60 STATE STREET, BOSTON MA 02109 |
Reid B Adams | officer: Chf. Legal Officer & Secretary | SCHRODER INVEST. MGMT. NORTH AMERICA INC, 875 THIRD AVENUE, 22ND FLOOR, NEW YORK NY 10022 |
Jean-marc Boillat | director | LES GADRAS, VILLENEUVE DE DURAS I0 47120 |
Calhoun Joseph S Iii | director | C/O SCHRODERS, 875 THIRD AVENUE, 22ND FLOOR, NEW YORK NY 10022 |
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