Swiss Helvetia Fund (Swiss Helvetia Fund) GF Value Rank : 0 (As of Jun. 07, 2024)

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What is Swiss Helvetia Fund GF Value Rank?

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.

Swiss Helvetia Fund GF Value Rank Related Terms

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Swiss Helvetia Fund (Swiss Helvetia Fund) Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » Swiss Helvetia Fund Inc (NYSE:SWZ) » Definitions » GF Value Rank

Comparable Companies

Traded in Other Exchanges

N/A

Address

C/o U.S. Bank Global Fund Services, 615 East Michigan Street, Milwaukee, WI, USA, 53202

Website

http://www.swzfund.com

Swiss Helvetia Fund Inc is a non-diversified, closed-end investment company. Its investment objective is to seek long-term capital appreciation through investment in equity and equity-linked securities of Swiss companies. The group invests in various sectors such as pharmaceuticals, food and beverage, industrial goods and services, banks, personal and household goods, construction and materials, biotechnology, medical equipment, chemicals, technology, financial services, insurance, and retail.

Executives

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