Joe Caruso - Aberdeen Total Treasurer

AOD Fund  USD 8.28  0.10  1.22%   
Joe Caruso is Fund Manager at Aberdeen Total Dynamic
Mr. Joe C. Caruso is the Treasurer of Alpine Total Dynamic Dividend Fund. He has Fund Accountant, Alpine Woods Capital Investors, LLC Independent tax consultant Assistant Vice President Global Fund Services, Deutsche Bank AG .
Age 47
Tenure 11 years
Phone914-251-0880
Webhttps://www.alpinefunds.com/default.asp?P=856340&S=857569

Aberdeen Total Management Performance (%)

The company has Return on Asset of 2.79 % which means that on every $100 spent on assets, it made $2.79 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of (4.17) %, meaning that it generated no profit with money invested by stockholders. Aberdeen Total's management efficiency ratios could be used to measure how well Aberdeen Total manages its routine affairs as well as how well it operates its assets and liabilities.
The company has 38.32 M in debt with debt to equity (D/E) ratio of 0.04, which may show that the company is not taking advantage of profits from borrowing. Aberdeen Total Dynamic has a current ratio of 0.66, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Debt can assist Aberdeen Total until it has trouble settling it off, either with new capital or with free cash flow. So, Aberdeen Total'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 Aberdeen Total Dynamic sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Aberdeen to invest in growth at high rates of return. When we think about Aberdeen Total's use of debt, we should always consider it together with cash and equity.

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Abrdn Total Dynamic Dividend Fund is a closed-ended equity mutual fund launched and managed by Alpine Woods Capital Investors, LLC. Abrdn Total Dynamic Dividend Fund was formed on October 27, 2006 and is domiciled in the United States. Aberdeen Total is traded on New York Stock Exchange in the United States. The fund is not filed under any group at the present time.

Management Performance

Aberdeen Total Dynamic Leadership Team

Elected by the shareholders, the Aberdeen Total's board of directors comprises two types of representatives: Aberdeen Total inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Aberdeen. The board's role is to monitor Aberdeen Total's management team and ensure that shareholders' interests are well served. Aberdeen Total'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, Aberdeen Total's outside directors are responsible for providing unbiased perspectives on the board's policies.
Joshua Duitz, Vice President
Martin Gilbert, Trustee
H Leibler, Lead Independent Trustee
Samuel Lieber, Chairman of the Board of the Trustees, President
Jeffrey Cotton, Vice President of the Funds
Andrea Melia, Treasurer and Principal Accounting Officer
Sharon Ferrari, Assistant Treasurer of the Funds
Beverly Hendry, Vice President of the Funds
Christopher Demetriou, Vice President
Megan Kennedy, Vice President and Secretary of the Funds
Joseph Andolina, Chief Compliance Officer, Vice President of Compliance of the Funds
James Jacobson, Independent Trustee
Ronald Palmer, Chief Financial Officer
Guy Leibler, Lead Independent Trustee
Kenneth Corrado, Chief Compliance Officer
Jeffrey Wacksman, Independent Trustee
Nancy Maasbach, Independent Trustee
Heather Hasson, Assistant Secretary
John Sievwright, Independent Trustee
Eleanor Hoagland, Independent Trustee
Lucia Sitar, Vice President of the Funds
Jim Oconnor, Vice President
P Malone, Independent Chairman of the Board of Trustees
Martin, Vice President
Alan Goodson, Vice President of the Funds
Svitlana Gubriy, Vice President
Stephen Lieber, Founding Partner, Chief Investment Officer and Portfolio Manager
Martin Connaghan, Vice President
Christian Pittard, President
Joe Caruso, Treasurer
Andrew Pappert, Secretary

Aberdeen Fund Performance Indicators

The ability to make a profit is the ultimate goal of any investor. But to identify the right fund is not an easy task. Is Aberdeen Total 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.
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 Aberdeen Total 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, Aberdeen Total's short interest history, or implied volatility extrapolated from Aberdeen Total options trading.

Pair Trading with Aberdeen Total

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 Aberdeen Total 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 Aberdeen Total will appreciate offsetting losses from the drop in the long position's value.

Moving together with Aberdeen Fund

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  0.85RMQAX Monthly RebalancePairCorr
The ability to find closely correlated positions to Aberdeen Total could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Aberdeen Total 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 Aberdeen Total - 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 Aberdeen Total Dynamic to buy it.
The correlation of Aberdeen Total 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 Aberdeen Total moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Aberdeen Total Dynamic 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 Aberdeen Total 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
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Aberdeen Total Dynamic. Also, note that the market value of any fund could be tightly coupled with the direction of predictive economic indicators such as signals in persons.
You can also try the ETF Categories module to list of ETF categories grouped based on various criteria, such as the investment strategy or type of investments.

Complementary Tools for Aberdeen Fund analysis

When running Aberdeen Total's price analysis, check to measure Aberdeen Total'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 Aberdeen Total is operating at the current time. Most of Aberdeen Total's value examination focuses on studying past and present price action to predict the probability of Aberdeen Total's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Aberdeen Total's price. Additionally, you may evaluate how the addition of Aberdeen Total to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Aberdeen Total's value and its price as these two are different measures arrived at by different means. Investors typically determine if Aberdeen Total is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Aberdeen Total'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.