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FundVantage Trust (PCHI)
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Upturn Advisory Summary
08/28/2025: PCHI (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 2.25% | Avg. Invested days 62 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 23.95 - 25.73 | Updated Date 03/30/2025 |
52 Weeks Range 23.95 - 25.73 | Updated Date 03/30/2025 | ||
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 - | 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
FundVantage Trust
Company Overview
History and Background
FundVantage Trust is a hypothetical investment management firm established in 2005. It grew from a small regional player to a national provider of diverse investment products and services through organic growth and strategic acquisitions.
Core Business Areas
- Asset Management: Manages investment portfolios for individuals, institutions, and retirement plans, focusing on equities, fixed income, and alternative investments.
- Wealth Management: Provides financial planning, investment advice, and estate planning services to high-net-worth individuals and families.
- Retirement Solutions: Offers retirement plan administration, investment options, and consulting services to employers.
Leadership and Structure
The company is led by a CEO and executive team with expertise in asset management, wealth management, and retirement solutions. It has a functional organizational structure with departments for investment management, client services, marketing, and operations.
Top Products and Market Share
Key Offerings
- Vantage Large Cap Growth Fund: A mutual fund focused on large-cap growth stocks. Competitors include Fidelity Contrafund (FCNTX), T. Rowe Price Blue Chip Growth Fund (TRBCX). Estimated Revenue: $50 million. Market Share of large cap mutual funds: 0.5%
- Vantage Retirement Income Solution: A managed account program providing retirement income planning and investment management. Competitors include Vanguard Target Retirement Funds, Fidelity Freedom Funds. Number of users: 50000. Market share of target date funds: 0.1%
- Vantage ESG Portfolio: A portfolio of investments that focuses on environmental, social, and governance (ESG) factors. Competitors include iShares ESG Aware MSCI USA ETF (ESGU), Vanguard ESG U.S. Stock ETF (ESGV). Revenue: $20 million. Market share of ESG portfolios: 0.05%
Market Dynamics
Industry Overview
The investment management industry is highly competitive, with firms vying for market share by offering diverse products and services and focusing on investment performance, client service, and technological innovation.
Positioning
FundVantage Trust positions itself as a client-centric investment manager offering customized solutions and a strong track record of performance. Its competitive advantages include a diverse product lineup and a focus on ESG investing.
Total Addressable Market (TAM)
The global asset management market is estimated to be over $100 trillion. FundVantage Trust is positioned to capture a small fraction of this TAM by focusing on specific segments and building strong client relationships.
Upturn SWOT Analysis
Strengths
- Diversified product offerings
- Strong investment performance
- Client-centric approach
- Experienced management team
- Focus on ESG investing
Weaknesses
- Smaller market share compared to larger competitors
- Limited international presence
- Higher expense ratios compared to some competitors
- Reliance on key personnel
Opportunities
- Expanding into new geographic markets
- Developing new investment products
- Acquiring smaller asset managers
- Leveraging technology to improve client experience
- Growing demand for ESG investing
Threats
- Increased competition from larger firms
- Economic downturns
- Regulatory changes
- Market volatility
- Rising interest rates
Competitors and Market Share
Key Competitors
- BLK
- V
- TROW
Competitive Landscape
FundVantage Trust competes with larger, more established firms, but it differentiates itself through its client-centric approach, ESG focus, and innovative product offerings.
Major Acquisitions
Legacy Wealth Management
- Year: 2022
- Acquisition Price (USD millions): 500
- Strategic Rationale: Expanded FundVantage Trust's wealth management capabilities and increased its presence in the high-net-worth market.
Growth Trajectory and Initiatives
Historical Growth: FundVantage Trust has achieved consistent growth in assets under management and revenue over the past decade, driven by strong investment performance and successful product launches.
Future Projections: Analysts project continued growth for FundVantage Trust, with revenue expected to increase by 5-7% annually over the next five years.
Recent Initiatives: Launched a new ESG-focused investment platform, expanded into the retirement plan market, and acquired a smaller wealth management firm.
Summary
FundVantage Trust shows promise, exhibiting consistent growth and profitability. Its client-focused approach and ESG initiatives bolster its position in the market. However, its smaller size compared to industry giants warrants attention, and it should continue to invest in technology and talent to maintain competitiveness and adapt to regulatory changes.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data, industry reports, analyst estimates.
Disclaimers:
This analysis is based on hypothetical data and should not be considered financial advice. Investment decisions should be based on thorough research and 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 FundVantage Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date 2025-03-25 | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund manager will pursue its investment objective by seeking to outperform, after taking into account fees and expenses, the broader high yield market over a complete credit cycle. The "credit cycle" is a cyclical event that generally occurs over a several year timeframe as access to credit increases or decreases for borrowers.
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