Winthrop Smith - MAST GLOBAL Independent Director
Winthrop Smith is Portfolio Manager at MAST GLOBAL BATTERY
Smith’s financial and leadership experience at Merrill Lynch & Co. provides him with valuable insights on running a large, complex financial services company with diverse worldwide operations. The Board concluded that Mr. Smith should serve as a Director of Eaton Vance Corporation based upon that experience.
Mr. Winthrop H. Smith, Jr., is Independent Director of Eaton Vance Corporationration, since April 2004. He is Chairman of the Compensation Committee and serves as a member of the Nominating and Governance and Audit Committees established by the Companys Board of Directors. Mr. Smith has served as Chairman of Summit Ventures LLC, a private investment firm, since October 2001. He was formerly an Executive Vice President of Merrill Lynch Co., an investment banking and wealth management firm. Mr. Smiths financial, risk management and leadership experience at Merrill Lynch Co. provides him with valuable insights on running a large, complex financial services company with diverse worldwide operations. This experience led the Companys Board of Directors to conclude that Mr. Smith should serve as a Director.
| Age | 70 |
| Tenure | 20 years |
| Phone | 617 482-2396 |
| Web | www.eatonvance.com |
| Issuer | NEOS Investment Management |
| Inception Date | 2023-12-21 |
| Benchmark | Indxx Global Battery Recycling & Production Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 6.51 Million |
| Asset Type | Equity |
| Category | Strategy |
| Focus | Theme |
| Market Concentration | Blended Development |
| Region | Global |
MAST GLOBAL Management Efficiency
The company has Return on Asset (ROA) of 5.2 % which means that for every $100 of assets, it generated a profit of $5.2. This is typical in the industry. Likewise, it shows a return on total equity (ROE) of 8.84 %, which means that it produced $8.84 on every 100 dollars invested by current stockholders. MAST GLOBAL's management efficiency ratios could be used to measure how well MAST GLOBAL manages its routine affairs as well as how well it operates its assets and liabilities.The company reports 922.77 M of total liabilities with total debt to equity ratio (D/E) of 0.6, which is normal for its line of buisiness. MAST GLOBAL BATTERY has a current ratio of 7.72, indicating that it is in good position to pay out its debt commitments in time. Debt can assist MAST GLOBAL until it has trouble settling it off, either with new capital or with free cash flow. So, MAST GLOBAL'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 MAST GLOBAL BATTERY sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for MAST to invest in growth at high rates of return. When we think about MAST GLOBAL's use of debt, we should always consider it together with cash and equity.
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Management Performance
MAST GLOBAL BATTERY Money Managers
| Jeffrey Beale, Chief Admin. Officer and VP | ||
| Brian Langstraat, Director, Chief Executive Officer of Parametric Portfolio Associates LLC | ||
| Richard Froio, Chief Compliance Officer, Vice President - Boston | ||
| Kirsten Park, Senior Vice President Treasurer | ||
| Leo Higdon, Lead Independent Director | ||
| Lawrence Fahey, President - Eaton Vance - Sponsored U.S. Charitable Gift Trust | ||
| Payson Swaffield, Chief Income Investment Officer, Vice President | ||
| Daniel Cataldo, Chief Administrative Officer, Vice President | ||
| Julie Rozen, Chief Accounting Officer, Vice President | ||
| Pierric Senay, Treasurer, Director of Investor Relations | ||
| Thomas Faust, Chairman of the Board, President, Chief Executive Officer | ||
| Edward Perkin, Chief Investment Officer, Vice President | ||
| Matthew Witkos, President of Eaton Vance Distributors, Inc. | ||
| Ann Berman, Independent Director | ||
| Frederick Marius, Vice President Chief Legal Officer, Secretary | ||
| Edward CFA, Chief Equity Investment Officer and VP | ||
| Laurie Hylton, Chief Financial Officer, Vice President | ||
| Dorothy Puhy, Independent Director | ||
| Jessica Kung, Chief Human Resource Officer | ||
| John Shea, CIO | ||
| Winthrop Smith, Independent Director | ||
| Brian CFA, Director and CEO of Parametric Portfolio Associates LLC | ||
| Paula Johnson, Independent Director | ||
| Richard Spillane, Independent Director |
MAST Etf Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right etf is not an easy task. Is MAST GLOBAL 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 | 8.84 | |||
| Return On Asset | 5.2 | |||
| Profit Margin | 8.00 % | |||
| Operating Margin | 23.47 % | |||
| Current Valuation | 8.25 B | |||
| Shares Outstanding | 114.17 M | |||
| Shares Owned By Insiders | 3.54 % | |||
| Shares Owned By Institutions | 71.23 % | |||
| Number Of Shares Shorted | 6.69 M | |||
| Price To Earning | 61.49 X |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards MAST GLOBAL in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, MAST GLOBAL's short interest history, or implied volatility extrapolated from MAST GLOBAL options trading.
Pair Trading with MAST GLOBAL
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 MAST GLOBAL 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 MAST GLOBAL will appreciate offsetting losses from the drop in the long position's value.The ability to find closely correlated positions to Monument Circle could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Monument Circle 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 Monument Circle - 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 Monument Circle Acquisition to buy it.
The correlation of Monument Circle 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 Monument Circle moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Monument Circle Acqu 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 Monument Circle 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 Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in real. You can also try the Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.
Other Tools for MAST Etf
When running MAST GLOBAL's price analysis, check to measure MAST GLOBAL'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 MAST GLOBAL is operating at the current time. Most of MAST GLOBAL's value examination focuses on studying past and present price action to predict the probability of MAST GLOBAL's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move MAST GLOBAL's price. Additionally, you may evaluate how the addition of MAST GLOBAL to your portfolios can decrease your overall portfolio volatility.
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