Julius Williams - Invesco Municipal Portfolio Manager
| VKQ Stock | USD 10.29 0.11 1.08% |
Executive
Julius Williams is Portfolio Manager of Invesco Municipal Trust
| Address | 1331 Spring Street, North West, Atlanta, GA, United States, 30309 |
| Phone | 404- 892-0896 |
| Web | https://www.invesco.com/static/us/productdetail?pr |
Invesco Municipal Management Efficiency
The company has Return on Asset of 0.0247 % which means that on every $100 spent on assets, it made $0.0247 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0891 %, implying that it generated $0.0891 on every 100 dollars invested. Invesco Municipal's management efficiency ratios could be used to measure how well Invesco Municipal manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Invesco Municipal's Return On Tangible Assets are relatively stable compared to the past year. As of 11/29/2024, Return On Assets is likely to grow to 0.05, while Return On Capital Employed is likely to drop 0.02. As of 11/29/2024, Liabilities And Stockholders Equity is likely to grow to about 1.2 B, while Total Current Liabilities is likely to drop slightly above 7.6 M.Similar Executives
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| Robert Hubbard | Blackrock Muniholdings Closed | 63 | |
| Prema MathaiDavis | Invesco Quality Municipal | 70 | |
| Richard Herring | DWS Municipal Income | 74 | |
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| Jay Fife | Blackrock Muniholdings Closed | 51 | |
| Maureen Goldfarb | MFS Investment Grade | 65 | |
| Maureen Goldfarb | MFS Municipal Income | 65 | |
| Jay Fife | Blackrock Muniyield | 51 | |
| Timothy Heaney | DTF Tax Free | 54 | |
| Susan Pereira | MFS High Income | 53 | |
| Raymond Stickel | Invesco Trust For | 75 | |
| Henry Gabbay | Blackrock Muniyield | 72 | |
| David DiLorenzo | MFS Investment Grade | 52 | |
| Grace Fey | John Hancock Income | 74 | |
| Jack Fields | Invesco Municipal Opportunity | 68 | |
| Mark Paris | Invesco Quality Municipal | N/A | |
| Eli Jones | Invesco Trust For | 60 | |
| Gregory Russo | John Hancock Income | 71 | |
| Howard CFA | John Hancock Income | N/A | |
Management Performance
| Return On Equity | 0.0891 | ||||
| Return On Asset | 0.0247 |
Invesco Municipal Trust Leadership Team
Elected by the shareholders, the Invesco Municipal's board of directors comprises two types of representatives: Invesco Municipal inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Invesco. The board's role is to monitor Invesco Municipal's management team and ensure that shareholders' interests are well served. Invesco Municipal's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Invesco Municipal's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Andrew Schlossberg, Senior Vice President | ||
| Russell Burk, Senior Vice President and Senior Officer | ||
| Anthony LaCava, Independent Trustee | ||
| Todd Kuehl, Chief Compliance Officer | ||
| Teresa Ressel, Independent Trustee | ||
| Tim OReilly, Portfolio Manager | ||
| Robert Troccoli, Independent Trustee | ||
| Robert Leveille, Chief Compliance Officer | ||
| Christopher Wilson, Independent Chairman of the Board of Trustee | ||
| Mark Paris, Portfolio Manager | ||
| Raymond Stickel, Independent Trustee | ||
| Ann Stern, Independent Trustee | ||
| Michael Mcmaster, Chief Tax Officer, Vice President and Assistant Treasurer | ||
| Crissie Wisdom, Anti-Money Laundering Compliance Officer | ||
| Elizabeth Krentzman, Independent Trustee | ||
| James Phillips, Portfolio Manager | ||
| Prema MathaiDavis, Independent Trustee | ||
| James Vaughn, Independent Trustee | ||
| Adrien Deberghes, Principal Financial Officer, Vice President Treasurer | ||
| Bruce Crockett, Independent Chairman of the Board of Trustee | ||
| Cynthia Hostetler, Independent Trustee | ||
| Sheri Morris, President, Principal Executive Officer, Treasurer | ||
| Philip Taylor, Trustee and Presidentident and Principal Executive Officer | ||
| Julius Williams, Portfolio Manager | ||
| Jack Fields, Independent Trustee | ||
| David Arch, Independent Trustee | ||
| Colin Meadows, Principal President | ||
| Gregory McGreevey, Senior Vice President | ||
| Daniel Vandivort, Independent Trustee | ||
| Colin JD, Principal President | ||
| Kelli Gallegos, Principal Financial Officer, Vice President Assistant Treasurer | ||
| Joel Motley, Independent Trustee | ||
| Martin Flanagan, Vice Chairman of the Board, Trustee | ||
| John Zerr, Chief Legal Officer, Sr. VP and Secretary | ||
| Robert CFA, Portfolio Manager | ||
| John Connelly, Portfolio Manager | ||
| Eli Jones, Independent Trustee | ||
| Jeffrey Kupor, Senior Vice President Chief Legal Officer, Secretary | ||
| Beth Brown, Independent Trustee |
Invesco Stock Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is Invesco Municipal a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Return On Equity | 0.0891 | ||||
| Return On Asset | 0.0247 | ||||
| Profit Margin | 1.25 % | ||||
| Operating Margin | 0.86 % | ||||
| Current Valuation | 855.06 M | ||||
| Shares Outstanding | 55.34 M | ||||
| Shares Owned By Institutions | 32.60 % | ||||
| Number Of Shares Shorted | 138.54 K | ||||
| Price To Earning | 33.59 X | ||||
| Price To Book | 0.92 X |
Pair Trading with Invesco Municipal
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Invesco Municipal position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Invesco Municipal will appreciate offsetting losses from the drop in the long position's value.Moving against Invesco Stock
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| 0.37 | DYCQ | DT Cloud Acquisition | PairCorr |
The ability to find closely correlated positions to Invesco Municipal could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Invesco Municipal when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Invesco Municipal - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Invesco Municipal Trust to buy it.
The correlation of Invesco Municipal is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Invesco Municipal moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Invesco Municipal Trust moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Invesco Municipal can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for Invesco Stock Analysis
When running Invesco Municipal's price analysis, check to measure Invesco Municipal's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Invesco Municipal is operating at the current time. Most of Invesco Municipal's value examination focuses on studying past and present price action to predict the probability of Invesco Municipal's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Invesco Municipal's price. Additionally, you may evaluate how the addition of Invesco Municipal to your portfolios can decrease your overall portfolio volatility.