John Hahn - AssetMark Financial Senior Reporting

AMK Stock  USD 33.95  0.01  0.03%   

Executive

John Hahn is Senior Reporting of AssetMark Financial Holdings
Address 1655 Grant Street, Concord, CA, United States, 94520
Phone925 521 2200
Webhttps://www.assetmark.com

AssetMark Financial Management Efficiency

The company has Return on Asset of 0.0802 % which means that on every $100 spent on assets, it made $0.0802 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1029 %, implying that it generated $0.1029 on every 100 dollars invested. AssetMark Financial's management efficiency ratios could be used to measure how well AssetMark Financial manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is expected to rise to 0.40 this year. Return On Capital Employed is expected to rise to 0.13 this year. Non Current Liabilities Total is expected to rise to about 317.8 M this year, although the value of Total Current Liabilities will most likely fall to about 61.9 M.
The company has 119.84 M in debt with debt to equity (D/E) ratio of 0.14, which may show that the company is not taking advantage of profits from borrowing. AssetMark Financial has a current ratio of 3.28, demonstrating that it is liquid and is capable to disburse its financial commitments when the payables are due. Debt can assist AssetMark Financial until it has trouble settling it off, either with new capital or with free cash flow. So, AssetMark Financial's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like AssetMark Financial sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for AssetMark to invest in growth at high rates of return. When we think about AssetMark Financial's use of debt, we should always consider it together with cash and equity.

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AssetMark Financial Holdings, Inc. provides wealth management and technology solutions in the United States. AssetMark Financial Holdings, Inc. operates as a subsidiary of Huatai International Investment Holdings Limited. Assetmark Financial operates under Asset Management classification in the United States and is traded on New York Stock Exchange. It employs 874 people. AssetMark Financial Holdings (AMK) is traded on New York Stock Exchange in USA. It is located in 1655 Grant Street, Concord, CA, United States, 94520 and employs 990 people. AssetMark Financial is listed under Asset Management & Custody Banks category by Fama And French industry classification.

Management Performance

AssetMark Financial Leadership Team

Elected by the shareholders, the AssetMark Financial's board of directors comprises two types of representatives: AssetMark Financial inside directors who are chosen from within the company, and outside directors, selected externally and held independent of AssetMark. The board's role is to monitor AssetMark Financial's management team and ensure that shareholders' interests are well served. AssetMark Financial'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, AssetMark Financial's outside directors are responsible for providing unbiased perspectives on the board's policies.
Yi Zhou, Director
CFA CFA, Chief Officer
Robert Edwards, CFO
Rohit Bhagat, Independent Director
Natalie Wolfsen, Executive Vice President Chief Solutions Officer
Patricia Guinn, Independent Director
Carrie CPA, COO VP
Ying Sun, Director
Ted JD, Executive Counsel
Darren Blaney, COO, Director
Lei Wang, Director
Michael CFA, Executive Development
Xiaoning Jiao, Chairman of the Board
Joseph Velli, Independent Director
Charles Goldman, President, Chief Executive Officer, Director
Tamara Bohlig, Chief Officer
Dennis Edwards, Director
Michael Kim, Executive Vice President Chief Client Officer
Bryan Lin, Director
Gary Zyla, Chief Financial Officer, Executive Vice President
Mukesh Mehta, Executive Vice President, Chief Information Officer
Carrie Hansen, Chief Operating Officer, Executive Vice President
Christian CFA, Chief Officer
Ted Angus, Executive Vice President General Counsel
Esi MintaJacobs, Executive Vice President Project Management and Human Resources
Taylor CFA, Head Relations
John Hahn, Senior Reporting
Sean Pownall, Director
Jeremiah Chafkin, Executive Vice President Chief Investment Officer

AssetMark 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 AssetMark Financial 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.

Pair Trading with AssetMark Financial

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 AssetMark Financial 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 AssetMark Financial will appreciate offsetting losses from the drop in the long position's value.

Moving against AssetMark Stock

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The ability to find closely correlated positions to AssetMark Financial could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace AssetMark Financial 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 AssetMark Financial - 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 AssetMark Financial Holdings to buy it.
The correlation of AssetMark Financial 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 AssetMark Financial moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if AssetMark Financial 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 AssetMark Financial 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.
Pair CorrelationCorrelation Matching
When determining whether AssetMark Financial is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if AssetMark Stock is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Assetmark Financial Holdings Stock. Highlighted below are key reports to facilitate an investment decision about Assetmark Financial Holdings Stock:
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in AssetMark Financial Holdings. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in population.
You can also try the Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.

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When running AssetMark Financial's price analysis, check to measure AssetMark Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy AssetMark Financial is operating at the current time. Most of AssetMark Financial's value examination focuses on studying past and present price action to predict the probability of AssetMark Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move AssetMark Financial's price. Additionally, you may evaluate how the addition of AssetMark Financial to your portfolios can decrease your overall portfolio volatility.
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Is AssetMark Financial's industry 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 AssetMark Financial. If investors know AssetMark 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 AssetMark Financial 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
0.321
Earnings Share
1.65
Revenue Per Share
9.56
Quarterly Revenue Growth
0.004
Return On Assets
0.0802
The market value of AssetMark Financial is measured differently than its book value, which is the value of AssetMark that is recorded on the company's balance sheet. Investors also form their own opinion of AssetMark Financial's value that differs from its market value or its book value, called intrinsic value, which is AssetMark Financial'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 AssetMark Financial's market value can be influenced by many factors that don't directly affect AssetMark Financial'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 AssetMark Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if AssetMark Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, AssetMark Financial'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.