Research Firm with a Qualitative Overlay, Pearl Gray Equity and Research

Pearl Gray Equity and Research

Research Firm with a Qualitative Overlay

Quantitative fund & research firm with a qualitative overlay. 

Our coverage: General U.S. with a skew towards the primary sector. 

Methods: Smart Beta/Factor Pricing, Neural Networks, Street Gossip, and Common Sense.

Equity Bottom-Up

<ul>
<li>Charles Schwab is due to release its first-quarter 2023 earnings report on Monday.</li>
<li>The firm's sell-side trading activities remain in decline.</li>
<li>The company's elevated price-to-book multiple is a severe concern as slowing growth, a goodwill build-up, and recent impairment losses provide structural problems.</li>
</ul>


Charles Schwab is due to release its first-quarter 2023 earnings report on Monday.
The firm's sell-side trading activities remain in decline.
The company's elevated price-to-book multiple is a severe concern as slowing growth, a goodwill build-up, and recent impairment losses provide structural problems.


Charles Schwab Q1 Earnings Preview: Volatility En Route

Virtus Terranova U.S. Quality / Equity Bottom-Up

<ul>
<li>The Virtus Terranova U.S. Quality Momentum ETF has solid risk attribution, especially pertaining to downside risk.</li>
<li>The fund neglects idiosyncratic risks, its constituents are high-quality assets with few event-driven risks.</li>
<li>The fund's quality overlay significantly reduces momentum crash risk, according to the report.</li>
</ul>


The Virtus Terranova U.S. Quality Momentum ETF has solid risk attribution, especially pertaining to downside risk.
The fund neglects idiosyncratic risks, its constituents are high-quality assets with few event-driven risks.
The fund's quality overlay significantly reduces momentum crash risk, according to the report.


JOET: Preventing Momentum Crash Risk With Quality Overlay

United States

The Charles Schwab Corporation provides a variety of financial services to individual investors, independent investment managers, retirement plans, and institutions.  The Company provides its clients with securities brokerage, banking, and related financial services through offices in the United States, Puerto Rico, and the United Kingdom.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Schwab (Charles) (SCHW US)

Charles Schwab Q1 Earnings Preview: Volatility En Route

Charles Schwab is due to release its first-quarter 2023 earnings report on Monday.The firm's sell-side trading activities remain in decline.

Pearl Gray Equity and Research

JOET: Preventing Momentum Crash Risk With Quality Overlay

The Virtus Terranova U.S. Quality Momentum ETF has solid risk attribution, especially pertaining to downside risk. The fund neglects idiosyncratic...

Pearl Gray Equity and Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)