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Palmer Square Funds Trust (PSQO)
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Upturn Advisory Summary
04/01/2025: PSQO (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.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type Stock | Historic Profit 1% | Avg. Invested days 52 | 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 04/01/2025 |
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) 25069 | Beta - | 52 Weeks Range 19.53 - 20.45 | Updated Date 02/26/2025 |
52 Weeks Range 19.53 - 20.45 | Updated Date 02/26/2025 | ||
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 - |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Palmer Square Funds Trust
Company Overview
History and Background
Palmer Square Funds Trust is a registered investment company. It operates as a closed-end management investment company. Details of its founding year and specific milestones would require access to proprietary information not publicly available.
Core Business Areas
- Credit Funds: Focuses on investing in a range of credit instruments, including leveraged loans, high-yield bonds, and other debt securities.
Leadership and Structure
Information on the specific leadership team and organizational structure is generally proprietary and not publicly available in detail. These trusts are typically managed by an investment advisor, in this case, likely Palmer Square Capital Management.
Top Products and Market Share
Key Offerings
- Closed-End Funds: These funds invest primarily in credit-related securities. Market share information is not directly available without specialized financial data subscriptions. Competitors include other closed-end fund managers such as BlackRock, Eaton Vance, and Nuveen.
Market Dynamics
Industry Overview
The closed-end fund industry is competitive, with various firms offering products investing in different asset classes. Demand is influenced by interest rates, economic conditions, and investor risk appetite.
Positioning
Palmer Square Funds Trust is positioned within the credit-focused segment of the closed-end fund market. Competitive advantages likely depend on investment strategy and performance.
Total Addressable Market (TAM)
The TAM for closed-end funds investing in credit is significant, estimated to be in the hundreds of billions of dollars. Palmer Square Funds Trust's positioning depends on its fund size and investment strategy.
Upturn SWOT Analysis
Strengths
- Specialized expertise in credit investments
- Experienced management team (assumed)
- Established track record (assumed)
Weaknesses
- Smaller AUM compared to larger competitors
- Potential for concentrated investment strategies
- Reliance on key personnel
Opportunities
- Growing demand for credit investments
- Expansion into new product offerings
- Strategic partnerships
Threats
- Economic downturn impacting credit markets
- Increased competition from larger firms
- Regulatory changes
Competitors and Market Share
Key Competitors
- BLK
- EV
- JPM
Competitive Landscape
Palmer Square Funds Trust likely focuses on specialized credit strategies. Its smaller size may allow for more nimble investment decisions, but it also faces greater resource constraints compared to larger competitors.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Without detailed financial information, historical growth trends cannot be accurately determined.
Future Projections: Analyst estimates are not available without access to financial data subscriptions.
Recent Initiatives: Recent strategic initiatives would require access to company announcements or press releases.
Summary
Palmer Square Funds Trust focuses on credit-related investments within the closed-end fund space. Its strengths lie in its specialized expertise, while weaknesses include smaller AUM compared to larger competitors. Opportunities include growing demand for credit investments, while threats involve economic downturns and increased competition. Accurate analysis is difficult without access to private financials.
Similar Companies
BLK
BlackRock Inc
BLK
BlackRock Inc
EV
Mast Global Battery Recycling & Production ETF
EV
Mast Global Battery Recycling & Production ETF
JPM
JPMorgan Chase & Co
JPM
JPMorgan Chase & Co
Sources and Disclaimers
Data Sources:
- Publicly available information, financial news articles, and industry reports.
Disclaimers:
This analysis is based on limited publicly available information and general industry knowledge. Actual financial performance and market positioning may differ. This is not financial 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 Palmer Square Funds Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date 2024-09-12 | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in debt securities. The fund may invest in domestic and foreign debt securities of any maturity and credit quality, including securities rated below investment grade and unrated securities determined by the fund"s investment advisor to be of comparable credit quality. The fund is non-diversified.
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