David JD - Portman Ridge Chief Officer
| PTMN Stock | USD 17.03 0.06 0.35% |
Insider
David JD is Chief Officer of Portman Ridge Finance
| Age | 53 |
| Address | 650 Madison Avenue, New York, NY, United States, 10022 |
| Phone | 212 891 2880 |
| Web | https://www.portmanridge.com |
Portman Ridge Management Efficiency
The company has return on total asset (ROA) of 0.058 % which means that it generated a profit of $0.058 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0179 %, meaning that it created $0.0179 on every $100 dollars invested by stockholders. Portman Ridge's management efficiency ratios could be used to measure how well Portman Ridge manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Portman Ridge's Return On Tangible Assets are very stable compared to the past year. As of the 22nd of November 2024, Return On Capital Employed is likely to grow to 0.11, while Return On Assets are likely to drop 0.01. At this time, Portman Ridge's Other Assets are very stable compared to the past year. As of the 22nd of November 2024, Intangible Assets is likely to grow to about 25.2 T, while Total Assets are likely to drop about 472.6 M.Similar Executives
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Management Performance
| Return On Equity | 0.0179 | ||||
| Return On Asset | 0.058 |
Portman Ridge Finance Leadership Team
Elected by the shareholders, the Portman Ridge's board of directors comprises two types of representatives: Portman Ridge inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Portman. The board's role is to monitor Portman Ridge's management team and ensure that shareholders' interests are well served. Portman Ridge'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, Portman Ridge's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Jason Roos, Secretary CFO | ||
| Brandon Satoren, Secretary Officer | ||
| Edward Goldthorpe, CEO Chairman | ||
| Patrick Schafer, Chief Investment Officer | ||
| David JD, Chief Officer |
Portman 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 Portman Ridge 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.
| Return On Equity | 0.0179 | ||||
| Return On Asset | 0.058 | ||||
| Profit Margin | 0.05 % | ||||
| Operating Margin | 0.72 % | ||||
| Current Valuation | 407.53 M | ||||
| Shares Outstanding | 9.21 M | ||||
| Shares Owned By Insiders | 2.30 % | ||||
| Shares Owned By Institutions | 17.93 % | ||||
| Number Of Shares Shorted | 35.85 K | ||||
| Price To Earning | 34.79 X |
Pair Trading with Portman Ridge
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Portman Ridge position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Portman Ridge will appreciate offsetting losses from the drop in the long position's value.Moving against Portman Stock
| 0.72 | DIST | Distoken Acquisition | PairCorr |
| 0.72 | PX | P10 Inc | PairCorr |
| 0.62 | V | Visa Class A | PairCorr |
| 0.6 | DHIL | Diamond Hill Investment | PairCorr |
| 0.57 | BX | Blackstone Group Normal Trading | PairCorr |
The ability to find closely correlated positions to Portman Ridge could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Portman Ridge when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Portman Ridge - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Portman Ridge Finance to buy it.
The correlation of Portman Ridge is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Portman Ridge moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Portman Ridge Finance moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Portman Ridge can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Portman Ridge Finance. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in population. You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.
Is Capital Markets 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 Portman Ridge. If investors know Portman 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 Portman Ridge 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 82.399 | Dividend Share 2.76 | Earnings Share 0.37 | Revenue Per Share 7.055 | Quarterly Revenue Growth (0.18) |
The market value of Portman Ridge Finance is measured differently than its book value, which is the value of Portman that is recorded on the company's balance sheet. Investors also form their own opinion of Portman Ridge's value that differs from its market value or its book value, called intrinsic value, which is Portman Ridge'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 Portman Ridge's market value can be influenced by many factors that don't directly affect Portman Ridge'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 Portman Ridge's value and its price as these two are different measures arrived at by different means. Investors typically determine if Portman Ridge is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Portman Ridge'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.