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Upturn AI SWOT - About
Investment Managers Series Trust II (KNO)
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Upturn Advisory Summary
08/14/2025: KNO (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.
Number of Analysts
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit 4.63% | Avg. Invested days 63 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio 19.76 | 1Y Target Price - |
Price to earnings Ratio 19.76 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 1 | 52 Weeks Range 38.20 - 49.00 | Updated Date 06/29/2025 |
52 Weeks Range 38.20 - 49.00 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE 19.76 | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
Investment Managers Series Trust II
Company Overview
History and Background
Investment Managers Series Trust II is a registered investment company offering a variety of actively and passively managed investment portfolios. It serves as a platform for multiple investment managers to offer their strategies within a single organizational structure. The exact founding year and milestones are typically not publicly advertised as the Trust is a structure for investment management rather than an operating company itself.
Core Business Areas
- Mutual Fund Platform: Provides a legal and operational framework for investment managers to launch and operate mutual funds. This includes fund administration, compliance, and distribution support.
Leadership and Structure
Investment Managers Series Trust II is overseen by a Board of Trustees who are responsible for the overall governance of the Trust. The daily operations and management of the funds are handled by various investment advisors and service providers.
Top Products and Market Share
Key Offerings
- Actively Managed Funds: The Trust offers actively managed funds across various asset classes, including equity, fixed income, and alternative investments. Market share data varies by individual fund within the Trust and is not publicly available in aggregate for the Trust itself. Competitors include other mutual fund platforms offered by large financial institutions such as Fidelity (Fidelity Investments), Vanguard, T. Rowe Price (TROW), and BlackRock (BLK).
- Passively Managed Funds (ETFs): The Trust also provides passively managed funds such as ETFs. Competitors include providers such as iShares (BlackRock, BLK), Vanguard, and State Street (STREET).
Market Dynamics
Industry Overview
The investment management industry is highly competitive and subject to regulatory changes. Demand for investment products is driven by factors such as economic growth, interest rates, and investor sentiment.
Positioning
Investment Managers Series Trust II is positioned as a platform that enables smaller investment managers to access a broader market. Its competitive advantage lies in providing cost-effective and efficient fund administration and distribution services.
Total Addressable Market (TAM)
The global asset management market is worth trillions of dollars. Investment Managers Series Trust IIu2019s positioning allows them to capture a segment of this TAM by offering fund administration and distribution services to smaller managers who may lack the resources to establish their own platforms. Difficult to quantify the TAM specifically for this type of service, but it grows as the overall asset management space grows.
Upturn SWOT Analysis
Strengths
- Platform Structure
- Diverse Range of Funds
- Established Operational Framework
- Cost-Effective Solutions
Weaknesses
- Dependence on Third-Party Managers
- Limited Brand Recognition (as an organization)
- Potential Regulatory Scrutiny
- Smaller Scale Compared to Major Providers
Opportunities
- Growth in Demand for ETFs
- Expansion into New Asset Classes
- Strategic Partnerships with Investment Managers
- Technological Advancements in Fund Administration
Threats
- Increased Competition from Larger Platforms
- Regulatory Changes
- Economic Downturns
- Rising Compliance Costs
Competitors and Market Share
Key Competitors
- SEIC
- SSNC
- BLK
Competitive Landscape
Investment Managers Series Trust II competes with other mutual fund platforms by providing a flexible and cost-effective solution for investment managers. Its advantage lies in offering a streamlined platform, but it faces competition from larger firms with greater brand recognition and resources.
Growth Trajectory and Initiatives
Historical Growth: Growth trends depend on the performance of the underlying funds and the addition of new investment managers to the platform.
Future Projections: Future growth is contingent on market conditions, investor demand, and the Trust's ability to attract and retain investment managers.
Recent Initiatives: Specific recent initiatives are not publicly available at the organizational level; typically, news relates to launching new funds or attracting new investment managers to use the platform.
Summary
Investment Managers Series Trust II provides a fund administration platform for investment managers, allowing them to operate mutual funds efficiently. Its strength lies in providing cost-effective services, but it faces competition from larger, more established providers. The Trust needs to continue attracting new investment managers and adapt to regulatory changes to maintain its growth trajectory. The lack of transparency due to its platform status limits in-depth financial analysis.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Information
- Industry Reports
- Competitor Analysis
Disclaimers:
This analysis is based on publicly available information and estimates. Actual performance may vary. Market share estimates may not reflect precise figures due to limited availability.
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 Investment Managers Series Trust II
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date 2024-07-22 | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests primarily in equities the advisor considers to be highly innovative companies or "knowledge leaders." The portfolio will include a diversified mix of mid- and large-cap companies from the developed world including North America, Europe and Asia. Under normal circumstances, at least 80% of the fund"s assets will be invested in securities the fund"s advisor identifies as knowledge leaders at the time of investment, with not more than 25% in any one industry.
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