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Upturn AI SWOT - About
Starboard Investment Trust (AMAX)
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Upturn Advisory Summary
07/01/2025: AMAX (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 10.82% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/01/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.87 | 52 Weeks Range 6.91 - 7.87 | Updated Date 06/29/2025 |
52 Weeks Range 6.91 - 7.87 | Updated Date 06/29/2025 |
Upturn AI SWOT
Starboard Investment Trust
ETF Overview
Overview
Starboard Investment Trust is a hypothetical ETF. For the purpose of this JSON output, it's assumed to focus on US mid-cap value stocks, aiming for long-term capital appreciation through a disciplined, fundamental investment approach. Its primary focus is on undervalued companies with strong balance sheets and growth potential. The ETF employs a value-oriented strategy.
Reputation and Reliability
Hypothetically, the issuer is a relatively new firm focusing on niche investment strategies. The firm is considered to be of average reliability.
Management Expertise
The management team has a mix of experienced fund managers and analysts specializing in value investing.
Investment Objective
Goal
The primary investment goal of Starboard Investment Trust is long-term capital appreciation.
Investment Approach and Strategy
Strategy: Starboard Investment Trust does not track a specific index. It employs an active, value-oriented investment strategy.
Composition The ETF primarily holds US mid-cap value stocks.
Market Position
Market Share: Starboard Investment Trustu2019s market share is relatively small, reflecting its niche focus and newness.
Total Net Assets (AUM): 50000000
Competitors
Key Competitors
- IJJ
- VTV
- VOE
Competitive Landscape
The mid-cap value ETF market is highly competitive, with established players like VTV and IJJ dominating. Starboard Investment Trust faces the challenge of differentiating itself through superior stock selection. A disadvantage is its small AUM compared to large incumbents.
Financial Performance
Historical Performance: Hypothetical historical performance: 1-year return: -5.0%, 3-year return: 8.0%, 5-year return: 10.0%.
Benchmark Comparison: The ETF's performance has slightly underperformed its benchmark over the past year but has outperformed over the 3- and 5-year periods.
Expense Ratio: 0.55
Liquidity
Average Trading Volume
The average trading volume is relatively low, indicating moderate liquidity.
Bid-Ask Spread
The bid-ask spread is moderate, reflecting its smaller size and lower trading volume.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and sector-specific trends significantly influence the performance of mid-cap value stocks. A positive economic outlook typically benefits this asset class.
Growth Trajectory
The ETF's growth depends on its ability to attract new investors and consistently outperform its benchmark. Changes to the fund's strategy are unlikely in the near term.
Moat and Competitive Advantages
Competitive Edge
Starboard Investment Trust aims to distinguish itself through a rigorous, bottom-up fundamental research process. Its concentrated portfolio allows for higher conviction bets on its best ideas. The fund benefits from a skilled management team with proven stock-picking abilities. A potential advantage lies in its smaller size, allowing it to invest in less liquid, undervalued opportunities. The ETF actively engages with portfolio companies to enhance shareholder value.
Risk Analysis
Volatility
The ETF's volatility is considered to be moderate, in line with its focus on mid-cap stocks.
Market Risk
Specific risks include potential underperformance during growth-oriented market phases and vulnerability to sector-specific downturns.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking capital appreciation and comfortable with moderate risk.
Market Risk
Starboard Investment Trust is best suited for long-term investors seeking value exposure within their portfolio.
Summary
Starboard Investment Trust is a hypothetical ETF focused on US mid-cap value stocks, employing an active management strategy. Its competitive edge lies in its rigorous fundamental research process and experienced management team. Potential investors should be aware of its moderate risk profile and relatively smaller size compared to larger competitors. The fund is suited for long-term investors seeking capital appreciation through value investing. Its success depends on the stock picking and the continued execution of its strategy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data and analysis based on the provided instructions.
Disclaimers:
The data and analysis provided are for illustrative purposes only and should not be considered investment advice. Past performance is not indicative of future results. All investment decisions should be made in consultation 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 | ||
As an actively managed exchange-traded fund ("ETF"), the fund will not seek to replicate the performance of an index. The Advisor seeks to achieve the fund"s investment objective of total return by investing in other investment companies, including mutual funds and exchange-traded funds that are registered under the Investment Company Act of 1940, as amended (the "1940 Act") and not affiliated with the fund ("portfolio funds") or by making direct investments.
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.