James Vaughn - Invesco Trust Independent Trustee
| VTN Stock | USD 11.54 0.07 0.61% |
Insider
James Vaughn is Independent Trustee of Invesco Trust For since 2019.
| Age | 75 |
| Tenure | 5 years |
| Address | 1331 Spring Street, North West, Atlanta, GA, United States, 30309 |
| Phone | 404- 892-0896 |
| Web | https://www.invesco.com/portal/site/us/investors/c |
James Vaughn Latest Insider Activity
Tracking and analyzing the buying and selling activities of James Vaughn against Invesco Trust stock is an integral part of due diligence when investing in Invesco Trust. James Vaughn insider activity provides valuable insight into whether Invesco Trust is net buyers or sellers over its current business cycle. Note, Invesco Trust insiders must abide by specific rules, including filing SEC forms every time they buy or sell Invesco Trust'sshares to prevent insider trading or benefiting illegally from material non-public information that their positions give them access to.
James Vaughn over a year ago Acquisition by James Vaughn of 10688 shares of Schnitzer Steel subject to Rule 16b-3 | ||
James Vaughn over a year ago Sale by James Vaughn of 571 shares of Schnitzer Steel | ||
James Vaughn over a year ago Payment of 368 shares by James Vaughn of Schnitzer Steel subject to Rule 16b-3 |
Invesco Trust Management Efficiency
The company has Return on Asset of 0.023 % which means that on every $100 spent on assets, it made $0.023 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0823 %, implying that it generated $0.0823 on every 100 dollars invested. Invesco Trust's management efficiency ratios could be used to measure how well Invesco Trust manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Invesco Trust's Return On Tangible Assets are very stable compared to the past year. As of the 30th of November 2024, Return On Assets is likely to grow to 0.05, while Return On Capital Employed is likely to drop 0.03. At this time, Invesco Trust's Return On Tangible Assets are very stable compared to the past year. As of the 30th of November 2024, Return On Assets is likely to grow to 0.05, while Total Assets are likely to drop about 359.1 M.Similar Executives
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Management Performance
| Return On Equity | 0.0823 | ||||
| Return On Asset | 0.023 |
Invesco Trust For Leadership Team
Elected by the shareholders, the Invesco Trust's board of directors comprises two types of representatives: Invesco Trust 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 Trust's management team and ensure that shareholders' interests are well served. Invesco Trust'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 Trust's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Andrew Schlossberg, Senior Vice President | ||
| Russell Burk, Senior Vice President Senior Officer | ||
| Anthony LaCava, Independent Trustee | ||
| Todd Kuehl, Senior Vice President, Chief Compliance Officer | ||
| Teresa Ressel, Independent Trustee | ||
| Tim OReilly, Portfolio Manager | ||
| Robert Leveille, Chief Compliance Officer | ||
| Robert Troccoli, Independent Trustee | ||
| Christopher Wilson, Independent Chairman of the Board of Trustees | ||
| Mark Paris, Portfolio Manager | ||
| Raymond Stickel, Independent Trustee | ||
| Ann Stern, Independent Trustee | ||
| Michael Mcmaster, Chief Tax Officer, Vice President 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 Trustees | ||
| Cynthia Hostetler, Independent Trustee | ||
| Sheri Morris, President, Principal Executive Officer and Treasurer | ||
| Philip Taylor, Trustee | ||
| Jack Fields, Independent Trustee | ||
| David Arch, Independent Trustee | ||
| Gregory McGreevey, Senior Vice President | ||
| Daniel Vandivort, Independent Trustee | ||
| Kelli Gallegos, Vice President Principal Financial Officer and 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 and 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 Trust 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 | 0.0823 | ||||
| Return On Asset | 0.023 | ||||
| Profit Margin | 1.20 % | ||||
| Operating Margin | 0.84 % | ||||
| Current Valuation | 346.62 M | ||||
| Shares Outstanding | 19.48 M | ||||
| Shares Owned By Institutions | 28.63 % | ||||
| Number Of Shares Shorted | 23.2 K | ||||
| Price To Earning | 477.50 X | ||||
| Price To Book | 0.95 X |
Pair Trading with Invesco Trust
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 Trust 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 Trust will appreciate offsetting losses from the drop in the long position's value.Moving against Invesco Stock
The ability to find closely correlated positions to Invesco Trust 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 Trust 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 Trust - 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 Trust For to buy it.
The correlation of Invesco Trust 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 Trust moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Invesco Trust For 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 Trust 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.Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Invesco Trust For. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in estimate. You can also try the Fundamental Analysis module to view fundamental data based on most recent published financial statements.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Invesco Trust. If investors know Invesco will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Invesco Trust listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 1.022 | Dividend Share 0.521 | Earnings Share 0.97 | Revenue Per Share 0.812 | Quarterly Revenue Growth 0.059 |
The market value of Invesco Trust For is measured differently than its book value, which is the value of Invesco that is recorded on the company's balance sheet. Investors also form their own opinion of Invesco Trust's value that differs from its market value or its book value, called intrinsic value, which is Invesco Trust's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Invesco Trust's market value can be influenced by many factors that don't directly affect Invesco Trust's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Invesco Trust's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Trust is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Trust's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.