AQR TM Small Cap Momentum Style Fund Class I
AQR TM Small Cap Momentum Style Fund Class I
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Overview
What the company does, where it operates, and who runs it.
About AQR TM Small Cap Momentum Style Fund Class I
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- Two Greenwich Plaza, Greenwich, CT, US
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- Two Greenwich Plaza, Greenwich, CT, US
This fund aims to generate substantial long-term capital growth after taxes. It achieves this by employing an investment strategy centered on momentum, primarily putting its capital into equity and equity-related securities of small-capitalization U.S. companies. The advisor specifically selects firms listed on major U.S. exchanges or the over-the-counter market that exhibit strong positive price trends. Under typical market conditions, at least 80% of the fund's net assets (including any funds borrowed for investment) will be allocated to these small-cap U.S. enterprises, with a significant portion specifically invested in common stocks.
Media
Infographics, videos, and posts covering the company.
Stock Data
Price chart, volume, and trading data.
Fair Value
What FRC thinks the stock is worth vs. the current price.
FRC's fair value estimate for AQR TM Small Cap Momentum Style Fund Class I, and the rating behind it. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for AQR TM Small Cap Momentum Style Fund Class I. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Dividend history, yield and payout sustainability for AQR TM Small Cap Momentum Style Fund Class I. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for AQR TM Small Cap Momentum Style Fund Class I. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for AQR TM Small Cap Momentum Style Fund Class I. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
AQR TM Small Cap Momentum Style Fund Class I valued side by side against its closest peers. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
Which funds and firms own the stock.
Which institutions hold AQR TM Small Cap Momentum Style Fund Class I, and how their positions are changing. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings.
Insider Trading
Recent buying and selling by company executives.
Buying and selling by AQR TM Small Cap Momentum Style Fund Class I executives and directors. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned.
Senate Trading
U.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming AQR TM Small Cap Momentum Style Fund Class I. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely.
House Trading
U.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming AQR TM Small Cap Momentum Style Fund Class I. Representatives' reported transactions in this security, shown next to the company's fundamentals.
News
Latest headlines and market coverage.
Latest headlines and company announcements for AQR TM Small Cap Momentum Style Fund Class I. Press releases and market coverage, newest first.