XMVM: Impressive Value Characteristics But Unappealing Quality And Performance [Seeking Alpha]
Perella Weinberg Partners - Class A (PWP)
Company Research
Source: Seeking Alpha
Although XMVM has outperformed IJJ and IJH since the strategy change in 2019, it has trailed IVV, delivering a high downside capture ratio and a deep maximum drawdown. XMVM's portfolio is offering an impressive 8.8% adjusted weighted average earnings yield but quite lackluster quality, which adds to risks in the current environment. Overall, I do not find XMVM's historical risk characteristics appealing enough and I do not see the potential to outperform IVV and IJH going forward. I initiate coverage with a conservative Hold rating. malerapaso/E+ via Getty Images I believe that at this juncture, there are investors who might be considering the Invesco S&P MidCap Value with Momentum ETF ( XMVM ), a passively managed exchange-traded fund offering exposure to the combination of seemingly
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News
- Perella Weinberg, LendingClub, Enova, Farmer Mac, and Nubank Stocks Trade Down, What You Need To Know [Yahoo! Finance]Yahoo! Finance
- Perella Weinberg Partners (PWP) had its price target lowered by The Goldman Sachs Group, Inc. from $21.50 to $18.50. They now have a "sell" rating on the stock.MarketBeat
- Perella Weinberg, Franklin Resources, Moelis, Lazard, and PROG Shares Plummet, What You Need To Know [Yahoo! Finance]Yahoo! Finance
- Perella Weinberg Partners (NASDAQ:PWP) had its price target raised by analysts at Keefe, Bruyette & Woods from $20.00 to $23.00. They now have a "market perform" rating on the stock.MarketBeat
- Perella Weinberg Partners (NASDAQ:PWP) was given a new $21.50 price target on by analysts at The Goldman Sachs Group, Inc..MarketBeat
PWP
Sec Filings
- 3/27/26 - Form SCHEDULE
- 3/4/26 - Form 4
- 3/3/26 - Form 4
- PWP's page on the SEC website