Tim OReilly - Invesco Trust Portfolio Manager
| VGM Stock | USD 10.38 0.14 1.37% |
Executive
Tim OReilly is Portfolio Manager of Invesco Trust For
| 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 |
Invesco Trust Management Efficiency
The company has Return on Asset of 0.0248 % which means that on every $100 spent on assets, it made $0.0248 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0884 %, implying that it generated $0.0884 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 29th 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 Total Assets are very stable compared to the past year. As of the 29th of November 2024, Total Current Assets is likely to grow to about 22.3 M, though Other Assets are likely to grow to (69.7 M).Similar Executives
| Showing other executives | EXECUTIVE Age | ||
| Catherine Lynch | Blackrock Muniholdings Closed | 60 | |
| Robert CFA | Invesco Municipal Trust | N/A | |
| Robert CFA | Invesco Municipal Opportunity | N/A | |
| Cynthia Egan | Blackrock Muniyield | 66 | |
| Matthew Stowe | MFS High Income | 45 | |
| Prema MathaiDavis | Invesco Quality Municipal | 70 | |
| Maureen Goldfarb | MFS Municipal Income | 65 | |
| Thomas Connors | MFS Municipal Income | 64 | |
| Julius Williams | Invesco Advantage MIT | N/A | |
| John Connelly | Invesco Municipal Trust | N/A | |
| Russell Burk | Invesco Municipal Income | 66 | |
| Jack Fields | Invesco Quality Municipal | 68 | |
| Julius Williams | Invesco Municipal Opportunity | N/A | |
| John Ballantine | DWS Municipal Income | 74 | |
| Frank Fabozzi | Blackrock Muniholdings Closed | 73 | |
| Steven Buller | MFS Municipal Income | 69 | |
| Martin Wolin | MFS High Income | 52 | |
| Maryanne Roepke | MFS Municipal Income | 64 | |
| John Connelly | Invesco Municipal Income | N/A | |
| Laurie Thomsen | MFS High Income | 63 | |
| James Phillips | Invesco Quality Municipal | N/A | |
Management Performance
| Return On Equity | 0.0884 | |||
| Return On Asset | 0.0248 |
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, Chief Compliance Officer | ||
| Teresa Ressel, Independent Trustee | ||
| Tim OReilly, Portfolio Manager | ||
| Robert Troccoli, Independent Trustee | ||
| Robert Leveille, Chief Compliance Officer | ||
| Christopher Wilson, Independent Vice 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 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 Treasurer, Executive Officer | ||
| Philip Taylor, Trustee and Presidentident and Principal Executive Officer | ||
| Julius Williams, Portfolio Manager | ||
| Jack Fields, Independent Trustee | ||
| David Arch, Independent Trustee | ||
| Colin Meadows, Chief President | ||
| Gregory McGreevey, Senior Vice President | ||
| Daniel Vandivort, Independent Trustee | ||
| Jeffrey JD, Chief President | ||
| Colin JD, Chief President | ||
| Kelli Gallegos, Vice President Principal Financial Officer, Assistant Treasurer | ||
| Joel Motley, Independent Trustee | ||
| Martin Flanagan, Vice Chairman of the Board of Trustee | ||
| John Zerr, Chief Legal Officer, Sr. VP and Secretary | ||
| John Connelly, Portfolio Manager | ||
| Robert CFA, Portfolio Manager | ||
| John Schorle, 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 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 | 0.0884 | |||
| Return On Asset | 0.0248 | |||
| Profit Margin | 1.24 % | |||
| Operating Margin | 0.86 % | |||
| Current Valuation | 875.21 M | |||
| Shares Outstanding | 54.23 M | |||
| Shares Owned By Institutions | 37.76 % | |||
| Number Of Shares Shorted | 102.39 K | |||
| Price To Earning | 31.85 X | |||
| Price To Book | 0.91 X |
Building efficient market-beating portfolios requires time, education, and a lot of computing power!
The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.
Try AI Portfolio ArchitectCheck 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 price. You can also try the Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.
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 0.675 | Dividend Share 0.521 | Earnings Share 0.98 | Revenue Per Share 0.795 | Quarterly Revenue Growth (0.01) |
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.