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Upturn AI SWOT - About
Investment Managers Series Trust II (KNO)
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Upturn Advisory Summary
10/15/2025: 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.
Analysis of Past Performance
Type Stock | Historic Profit 5.22% | Avg. Invested days 70 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/15/2025 |
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 diverse range of investment strategies through multiple series or funds. It acts as a platform for various investment managers to offer their expertise to investors, leveraging economies of scale and operational efficiencies.
Core Business Areas
- Mutual Fund Platform: Offers a platform for investment managers to launch and operate mutual funds under a shared trust structure, covering regulatory, compliance, and operational aspects.
- Investment Management Services: Provides access to diverse investment strategies across various asset classes, including equities, fixed income, and alternative investments.
Leadership and Structure
Investment Managers Series Trust II operates under a board of trustees responsible for overseeing the fund's activities. Individual funds are managed by separate investment management firms selected by the trust.
Top Products and Market Share
Key Offerings
- Active Equity Funds: Funds actively managed to outperform specific equity benchmarks. Market share varies widely by specific fund and strategy. Competitors include Vanguard, Fidelity, and Dimensional Fund Advisors (DFA).
- Fixed Income Funds: Funds investing in fixed-income securities, catering to different risk profiles and investment horizons. Market share varies widely by specific fund and strategy. Competitors include PIMCO, BlackRock, and DoubleLine Capital.
Market Dynamics
Industry Overview
The mutual fund industry is highly competitive, with a growing emphasis on low-cost, passive investment strategies. Technological advancements and regulatory changes are shaping the industry landscape.
Positioning
Investment Managers Series Trust II positions itself as a platform providing diverse investment options. Its competitive advantage lies in offering access to specialized investment managers and operational efficiency.
Total Addressable Market (TAM)
The TAM for asset management is several trillion dollars. Investment Managers Series Trust II is positioned to capture a portion of this market by attracting specialized investment managers seeking a cost-effective platform.
Upturn SWOT Analysis
Strengths
- Diversified investment offerings
- Experienced investment managers
- Scalable platform
- Efficient operational structure
Weaknesses
- Reliance on external investment managers
- Potential for manager underperformance
- Limited brand recognition compared to larger fund families
- Potential for higher expenses compared to passively managed funds
Opportunities
- Growth in demand for specialized investment strategies
- Expansion into new asset classes
- Strategic partnerships with other financial institutions
- Technological advancements to enhance platform efficiency
Threats
- Increased competition from low-cost providers
- Regulatory changes impacting fund operations
- Market volatility affecting fund performance
- Economic downturn reducing assets under management
Competitors and Market Share
Key Competitors
- Vanguard (VFINX)
- Fidelity (FNILX)
- BlackRock (IVV)
Competitive Landscape
Investment Managers Series Trust II competes by offering a platform for specialized investment managers, while Vanguard, Fidelity, and BlackRock offer a broader range of investment options and often lower fees.
Growth Trajectory and Initiatives
Historical Growth: Growth is dependent on the success of individual funds and the addition of new investment managers to the platform.
Future Projections: Future growth is expected to be driven by the demand for diverse investment strategies and the ability to attract and retain high-performing investment managers.
Recent Initiatives: Recent initiatives may include launching new funds, enhancing the platform's technological capabilities, and expanding distribution channels.
Summary
Investment Managers Series Trust II serves as a fund platform for diverse investment managers, offering exposure to various strategies. While its financial success is contingent on the performance of its individual funds and relies heavily on its external managers, its strength lies in its diversified investment offerings. The success of its investment mangers will affect its market share, and it must continue to adapt to regulatory changes, market volatility, and competitive pressure from lower-cost providers.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Publicly available financial reports of competitors
- Industry reports and analyses
- Fund prospectuses
Disclaimers:
This analysis is based on publicly available information and general industry knowledge. Investment decisions should be made based on individual circumstances and professional advice.
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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