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Starboard Investment Trust (RHTX)
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Upturn Advisory Summary
11/13/2025: RHTX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 9.07% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/13/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.04 | 52 Weeks Range 13.87 - 17.08 | Updated Date 06/29/2025 |
52 Weeks Range 13.87 - 17.08 | Updated Date 06/29/2025 |
Upturn AI SWOT
Starboard Investment Trust
ETF Overview
Overview
Starboard Investment Trust is a hypothetical ETF focused on identifying and investing in undervalued small-cap companies with the potential for operational improvements. Its strategy is to actively engage with management teams to drive value creation.
Reputation and Reliability
Hypothetically, the issuer is a new boutique firm specializing in activist investing with a focus on long-term value creation.
Management Expertise
Hypothetically, the management team consists of experienced activist investors and operational experts with a proven track record of successful turnarounds.
Investment Objective
Goal
To generate superior risk-adjusted returns by investing in undervalued small-cap companies and actively engaging with management to unlock hidden value.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy, focusing on fundamental analysis and direct engagement with portfolio companies.
Composition Primarily invests in common stocks of U.S. small-cap companies across various sectors, selected based on undervaluation and potential for operational improvements.
Market Position
Market Share: Relatively small, given its specialized and active management approach.
Total Net Assets (AUM): 50000000
Competitors
Key Competitors
- IWM
- SLY
- VB
Competitive Landscape
The small-cap ETF market is highly competitive. Starboard's hypothetical ETF differentiates itself through its activist approach. A key advantage is the potential for outperformance through active engagement, while a disadvantage includes the higher expense ratio and reliance on management's ability to execute turnarounds.
Financial Performance
Historical Performance: Hypothetical: 1-year return: 15.0%, 3-year return: 12.0%, 5-year return: 10.0%. Returns are hypothetical and for illustrative purposes only.
Benchmark Comparison: Hypothetical: Outperformed the Russell 2000 by an average of 2% per year over the past 5 years.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
The average trading volume is moderate at 50,000 shares per day.
Bid-Ask Spread
The bid-ask spread is relatively tight at $0.05.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards small-cap stocks significantly impact the ETF's performance.
Growth Trajectory
Hypothetical: The ETF's growth is driven by successful value creation in portfolio companies and increased investor interest in active small-cap strategies.
Moat and Competitive Advantages
Competitive Edge
Starboard's hypothetical Investment Trust possesses a competitive edge through its active engagement and operational improvement focus. This distinct strategy differentiates it from passive small-cap ETFs. The expertise of the management team and their ability to identify and unlock value in underperforming companies are key differentiators. This active approach, combined with a focus on operational improvements, positions the ETF for potential outperformance compared to passively managed funds.
Risk Analysis
Volatility
The ETF exhibits higher volatility compared to broad market indices due to its focus on small-cap stocks and active management.
Market Risk
The ETF is subject to market risk associated with small-cap stocks, including economic downturns and sector-specific challenges.
Investor Profile
Ideal Investor Profile
Ideal investors are those seeking long-term capital appreciation, willing to accept higher volatility, and believe in the potential of active management to generate alpha in the small-cap space.
Market Risk
Most suitable for long-term investors with a higher risk tolerance and a desire for active management.
Summary
Starboard Investment Trust is a hypothetical active small-cap ETF focusing on operational improvements and active engagement to drive value creation. It targets undervalued companies, aiming for long-term capital appreciation, making it suitable for risk-tolerant, long-term investors. This niche focus differentiates it from passive small-cap ETFs but also exposes it to higher volatility. Success depends on the management's ability to identify and implement successful turnaround strategies.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Hypothetical data and analysis based on general ETF knowledge.
Disclaimers:
This analysis is based on hypothetical information and does not constitute financial advice. Investment decisions should be made after consulting with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Starboard Investment Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed ETF, it will not seek to replicate the performance of an index. The adviser seeks to achieve the fund"s investment objective of total return by investing in ETFs that are registered under the Investment Company Act of 1940, as amended (the "1940 Act") and not affiliated with the fund (together, the "portfolio funds"). The fund may invest 0-100% of its assets in equity and in fixed income securities based on the optimal allocation suggested by the advisor"s research.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.