James Phillips - Invesco Quality Portfolio Manager

IQI Stock  USD 9.99  0.01  0.10%   

Executive

James Phillips is Portfolio Manager of Invesco Quality Municipal
Address 1331 Spring Street, North West, Atlanta, GA, United States, 30309
Phone404- 892-0896
Webhttps://www.invesco.com/portal/site/us/investors/c

James Phillips Latest Insider Activity

Tracking and analyzing the buying and selling activities of James Phillips against Invesco Quality stock is an integral part of due diligence when investing in Invesco Quality. James Phillips insider activity provides valuable insight into whether Invesco Quality is net buyers or sellers over its current business cycle. Note, Invesco Quality insiders must abide by specific rules, including filing SEC forms every time they buy or sell Invesco Quality'sshares to prevent insider trading or benefiting illegally from material non-public information that their positions give them access to.

Invesco Quality Management Efficiency

The company has Return on Asset of 0.0253 % which means that on every $100 spent on assets, it made $0.0253 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0912 %, implying that it generated $0.0912 on every 100 dollars invested. Invesco Quality's management efficiency ratios could be used to measure how well Invesco Quality manages its routine affairs as well as how well it operates its assets and liabilities. As of now, Invesco Quality's Return On Tangible Assets are decreasing as compared to previous years. The Invesco Quality's current Return On Assets is estimated to increase to 0.05, while Return On Capital Employed is projected to decrease to 0.01. As of now, Invesco Quality's Return On Assets are decreasing as compared to previous years. The Invesco Quality's current Asset Turnover is estimated to increase to 0.05, while Net Tangible Assets are projected to decrease to under 718.9 M.
Invesco Quality Municipal has 287.68 M in debt with debt to equity (D/E) ratio of 0.59, which is OK given its current industry classification. Invesco Quality Municipal has a current ratio of 1.35, which is typical for the industry and considered as normal. Note however, debt could still be an excellent tool for Invesco to invest in growth at high rates of return.

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Invesco Quality Municipal Income Trust is a closed-ended fixed income mutual fund launched by Invesco Ltd. Invesco Quality Municipal Income Trust was formed on September 29, 1992 and is domiciled in the United States. Invesco Quality operates under Asset Management classification in the United States and is traded on New York Stock Exchange. Invesco Quality Municipal (IQI) is traded on New York Stock Exchange in USA. It is located in 1331 Spring Street, North West, Atlanta, GA, United States, 30309 and employs 37 people. Invesco Quality is listed under Asset Management & Custody Banks category by Fama And French industry classification.

Management Performance

Invesco Quality Municipal Leadership Team

Elected by the shareholders, the Invesco Quality's board of directors comprises two types of representatives: Invesco Quality inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Invesco. The board's role is to monitor Invesco Quality's management team and ensure that shareholders' interests are well served. Invesco Quality's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Invesco Quality's outside directors are responsible for providing unbiased perspectives on the board's policies.
Andrew Schlossberg, Senior Vice President
Russell Burk, Senior Vice President and Senior Officer
Anthony LaCava, Independent Trustee
Todd Kuehl, Senior Vice President, Chief Compliance Officer
Teresa Ressel, Independent Trustee
Tim OReilly, Portfolio Manager
Robert Troccoli, Independent Trustee
Robert Leveille, Chief Compliance Officer
Christopher Wilson, Independent Vice Chairman of the Board of Trustee
Mark Paris, Portfolio Manager
Raymond Stickel, Independent Trustee
Ann Stern, Independent Director
Michael Mcmaster, Chief Tax Officer, Vice President and Assistant Treasurer
Crissie Wisdom, Anti-Money Laundering Compliance Officer
Elizabeth Krentzman, Independent Trustee
James Phillips, Portfolio Manager
Prema MathaiDavis, Independent Trustee
James Vaughn, Independent Trustee
Adrien Deberghes, Principal Financial Officer, Vice President Treasurer
Bruce Crockett, Independent Chairman of the Board of Trustees
Cynthia Hostetler, Independent Trustee
Sheri Morris, President, Principal Executive Officer, Treasurer
Philip Taylor, Principal Executive Officer and President Trustee and Member of Investments Committee
Julius Williams, Portfolio Manager
Jack Fields, Independent Trustee
David Arch, Independent Trustee
Gregory McGreevey, Senior Vice President
Daniel Vandivort, Independent Trustee
Kelli Gallegos, Principal Financial Officer, Vice President Assistant Treasurer
Joel Motley, Independent Trustee
Martin Flanagan, Vice Chairman of the Board of Trustee
John Zerr, Senior Vice President, Chief Legal Officer, Secretary
Robert CFA, Portfolio Manager
John Connelly, Portfolio Manager
Eli Jones, Independent Trustee
Jeffrey Kupor, Senior Vice President Chief Legal Officer and Secretary
Beth Brown, Independent Treasure

Invesco Stock Performance Indicators

The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is Invesco Quality a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.

Currently Active Assets on Macroaxis

When determining whether Invesco Quality Municipal offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Invesco Quality's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Invesco Quality Municipal Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Invesco Quality Municipal Stock:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Invesco Quality Municipal. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in producer price index.
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Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Invesco Quality. If investors know Invesco will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Invesco Quality listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.967
Dividend Share
0.529
Earnings Share
0.99
Revenue Per Share
0.772
Quarterly Revenue Growth
0.021
The market value of Invesco Quality Municipal is measured differently than its book value, which is the value of Invesco that is recorded on the company's balance sheet. Investors also form their own opinion of Invesco Quality's value that differs from its market value or its book value, called intrinsic value, which is Invesco Quality's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Invesco Quality's market value can be influenced by many factors that don't directly affect Invesco Quality's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Invesco Quality's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Quality is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Quality's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.