James Thompson - Aquila Churchill Fund Manager
| CHKCX Fund | USD 9.89 0.01 0.10% |
Mr. Thompson has served as a portfolio manager for Aquila Investment Management LLC since 2009. Prior to joining the Aquila Group of Funds, Thompson was a Senior Vice President underwriter and municipal bond trader with Wells Fargo Brokerage Services and First Security Bank in Salt Lake City. He was also a member of the municipal credit committee of each firm. From 1987 to 1991, Mr. Thompson was employed with Wedbush Morgan Securities in Los Angeles where he helped establish the municipal unit investment trust sales desk. Prior to that, he was a financial and operations principal, municipal trader and manager of the municipal underwriting desk for Financial Market Securities, based in Orange, CA. Thompson is a native of Utah and attended California State University, Fullerton.
| Phone | 800-437-1000 |
Aquila Churchill Management Performance (%)
Similar Money Managers
| Found 3 records | One Year Return | ||
| Dale Hoffmann | Virginia Bond Fund | N/A | |
| Regina Conklin | Virginia Bond Fund | N/A | |
| Christopher Johns | Aquila Tax Free Trust | N/A | |
Aquila Churchill Tax Management Team
Elected by the shareholders, the Aquila Churchill's board of directors comprises two types of representatives: Aquila Churchill inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Aquila. The board's role is to monitor Aquila Churchill's management team and ensure that shareholders' interests are well served. Aquila Churchill'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, Aquila Churchill's outside directors are responsible for providing unbiased perspectives on the board's policies.
| James Thompson, Fund Manager | ||
| Anthony Tanner, Fund Manager | ||
| Royden Durham, Fund Manager |
Aquila Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is Aquila Churchill 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.
| Total Asset | 1.85 M | |||
| Annual Yield | 0 % | |||
| Year To Date Return | 0 % | |||
| One Year Return | 0.84 % | |||
| Three Year Return | (2.05) % | |||
| Five Year Return | (0.02) % | |||
| Ten Year Return | 2.29 % | |||
| Net Asset | 164.85 M | |||
| Last Dividend Paid | 0.01 | |||
| Cash Position Weight | 1.08 % |
Pair Trading with Aquila Churchill
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 Aquila Churchill 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 Aquila Churchill will appreciate offsetting losses from the drop in the long position's value.Moving together with Aquila Mutual Fund
| 0.97 | CHKFX | Aquila Churchill Tax | PairCorr |
| 0.97 | CHKYX | Aquila Churchill Tax | PairCorr |
| 0.97 | CHTFX | Aquila Churchill Tax | PairCorr |
The ability to find closely correlated positions to Aquila Churchill could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Aquila Churchill 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 Aquila Churchill - 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 Aquila Churchill Tax Free to buy it.
The correlation of Aquila Churchill 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 Aquila Churchill moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Aquila Churchill Tax 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 Aquila Churchill 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 Trending Equities to better understand how to build diversified portfolios, which includes a position in Aquila Churchill Tax Free. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Aquila Churchill Tax information on this page should be used as a complementary analysis to other Aquila Churchill's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.