Hugo Sonnenschein - Invesco Value Independent Trustee

IIM Stock  USD 11.37  0.08  0.70%   

Executive

Mr. Hugo F. Sonnenschein is Independent Trustee of Invesco Value Municipal Income Trust since 2010. Mr. Sonnenschein was a member of the Board of Trustees of the other Invesco Funds since 2010. Mr. Sonnenschein is the President Emeritus and an Honorary Trustee of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. Prior to July 2000, Mr. Sonnenschein served as President of the University of Chicago. Mr. Sonnenschein is a Trustee of the University of Rochester and a member of its investment committee. He is also a member of the National Academy of Sciences and the American Philosophical Society, and a Fellow of the American Academy of Arts and Sciences. From 1994 to 2010, Mr. Sonnenschein served as Director or Trustee of investment companies in the Van Kampen Funds complex. since 2010.
Age 77
Tenure 14 years
Address 1331 Spring Street, North West, Atlanta, GA, United States, 30309
Phone404- 892-0896
Webhttps://www.invesco.com/portal/site/us/investors/c

Invesco Value Management Efficiency

The company has Return on Asset of 0.0246 % which means that on every $100 spent on assets, it made $0.0246 of profit. This is way below average. Invesco Value's management efficiency ratios could be used to measure how well Invesco Value manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Invesco Value's Return On Tangible Assets are very stable compared to the past year. As of the 18th of April 2024, Return On Assets is likely to grow to 0.08, while Return On Capital Employed is likely to drop 0.03. At this time, Invesco Value's Total Assets are very stable compared to the past year. As of the 18th of April 2024, Other Assets is likely to grow to about 243.1 M, while Non Current Assets Total are likely to drop about 705.6 M.
The company has 115.2 M in debt with debt to equity (D/E) ratio of 0.62, which is OK given its current industry classification. Invesco Value Municipal has a current ratio of 1.19, demonstrating that it may not be capable to disburse its financial commitments when the payables are due. Debt can assist Invesco Value until it has trouble settling it off, either with new capital or with free cash flow. So, Invesco Value'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 Invesco Value Municipal sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Invesco to invest in growth at high rates of return. When we think about Invesco Value's use of debt, we should always consider it together with cash and equity.

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Invesco Value Municipal Income Trust is a closed-ended fixed income mutual fund launched by Invesco Ltd. Invesco Value Municipal Income Trust was formed on February 26, 1993 and is domiciled in the United States. Invesco Insured operates under Asset Management classification in the United States and is traded on New York Stock Exchange. Invesco Value Municipal (IIM) is traded on New York Stock Exchange in USA. It is located in 1331 Spring Street, North West, Atlanta, GA, United States, 30309 and employs 47 people. Invesco Value is listed under Asset Management & Custody Banks category by Fama And French industry classification.

Management Performance

Invesco Value Municipal Leadership Team

Elected by the shareholders, the Invesco Value's board of directors comprises two types of representatives: Invesco Value inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Invesco. The board's role is to monitor Invesco Value's management team and ensure that shareholders' interests are well served. Invesco Value'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, Invesco Value's outside directors are responsible for providing unbiased perspectives on the board's policies.
Andrew Schlossberg, Senior Vice President
Russell Burk, Senior Vice President, Senior Officer
Anthony LaCava, Independent Trustee
Todd Kuehl, Senior Vice President, Chief Compliance Officer
Teresa Ressel, Independent Trustee
Tim OReilly, Portfolio Manager
Robert Troccoli, Independent Trustee
Robert Leveille, Chief Compliance Officer
Christopher Wilson, Independent Vice Chairman of the Board of Trustee
James Bunch, Independent Trustee
Mark Paris, Portfolio Manager
Raymond Stickel, Independent Trustee
Ann Stern, Independent Trustee
Albert Dowden, Independent Trustee
Michael Mcmaster, Chief Tax Officer, Vice President Assistant Treasurer
Todd Spillane, Chief Compliance Officer
Crissie Wisdom, Anti-Money Laundering Compliance Officer
Elizabeth Krentzman, Independent Trustee
James Phillips, Portfolio Manager
Prema MathaiDavis, Independent Trustee
James Vaughn, Independent Trustee
Suzanne Woolsey, Independent Trustee
Adrien Deberghes, Principal Financial Officer, Vice President Treasurer
Bruce Crockett, Independent Chairman of the Board of Trustees
Hugo Sonnenschein, Independent Trustee
Karen Kelley, Vice President
Cynthia Hostetler, Independent Trustee
Sheri Morris, President, Principal Executive Officer, Treasurer
Philip Taylor, Principal Executive Officer and President Trustee and Member of Investment Committee
Julius Williams, Portfolio Manager
Jack Fields, Independent Trustee
David Arch, Independent Trustee
Frank Bayley, Independent Trustee
Gregory McGreevey, Senior Vice President
Daniel Vandivort, Independent Trustee
Rodney Dammeyer, Independent Trustee
Kelli Gallegos, Vice President Principal Financial Officer, Assistant Treasurer
Joel Motley, Independent Trustee
Martin Flanagan, Vice Chairman of the Board of Trustee
Larry Soll, Independent Trustee
John Zerr, Chief Legal Officer, Sr. VP and Secretary
Robert CFA, Portfolio Manager
John Connelly, Portfolio Manager
Eli Jones, Independent Trustee
Jeffrey Kupor, Senior Vice President Chief Legal Officer, Secretary
Wayne Whalen, Trustee
Beth Brown, Independent Trustee

Invesco 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 Invesco Value 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 Invesco Value 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, Invesco Value's short interest history, or implied volatility extrapolated from Invesco Value options trading.

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When determining whether Invesco Value Municipal is a strong investment it is important to analyze Invesco Value's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Invesco Value's future performance. For an informed investment choice regarding Invesco Stock, refer to the following important reports:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Invesco Value Municipal. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product.
You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.

Complementary Tools for Invesco Stock analysis

When running Invesco Value's price analysis, check to measure Invesco Value'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 Invesco Value is operating at the current time. Most of Invesco Value's value examination focuses on studying past and present price action to predict the probability of Invesco Value's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Invesco Value's price. Additionally, you may evaluate how the addition of Invesco Value to your portfolios can decrease your overall portfolio volatility.
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Is Invesco Value'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 Invesco Value. If investors know Invesco 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 Invesco Value 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
(0.43)
Dividend Share
0.587
Earnings Share
0.02
Revenue Per Share
0.968
Return On Assets
0.0246
The market value of Invesco Value Municipal is measured differently than its book value, which is the value of Invesco that is recorded on the company's balance sheet. Investors also form their own opinion of Invesco Value's value that differs from its market value or its book value, called intrinsic value, which is Invesco Value'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 Invesco Value's market value can be influenced by many factors that don't directly affect Invesco Value'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 Invesco Value's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Value is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Value'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.