APAM Forecast + Trading Strategies


Bullish Case: APAM's focus on alternative investments could drive significant AUM growth, boosting revenue and profitability. With improving market sentiment, the historical return surface suggests long-term returns may favor upside potential, especially if volatility remains muted.


Bearish Case: Continued cost pressures and a high payout ratio may jeopardize margins and dividend sustainability. Given past performance, short-term fluctuations could further weigh on sentiment, leading to downward price adjustments as investors reassess valuation metrics.


Potential Outcomes:

1. AUM growth due to strategic diversifications (30%).

2. Margin compression from operational costs (35%).

3. Market volatility affecting client inflows (20%).

4. Dividend adjustments lead to stock revaluation (15%).


Trading Oracle: Consider initiating a bearish credit spread by selling the $45 call and buying the $50 call, expiring in September 2024. This strategy utilizes the current high implied volatility, offers excellent risk-reward, and capitalizes on a potential limited upside with high probability-of-profit.


July 26, 2024


Artisan Partners Asset Forecast

APAM      Artisan Partners Asset











Correlated Assets

Assets that tend to move strongly with APAM



ETRN Forecast + Options Trading Strategies   ETRN  Equitrans Midstream (0.74)


XLE Forecast + Options Trading Strategies   XLE  Energy Select Sector SPDR (0.28)


VFC Forecast + Options Trading Strategies   VFC  VF (-0.4)


LI Forecast + Options Trading Strategies   LI  Li Auto (-0.42)



Uncorrelated Assets

Assets with little price relationship to APAM



XLE Forecast + Options Trading Strategies   XLE  Energy Select Sector SPDR (0.28)


VFC Forecast + Options Trading Strategies   VFC  VF (-0.4)


LI Forecast + Options Trading Strategies   LI  Li Auto (-0.42)


ETRN Forecast + Options Trading Strategies   ETRN  Equitrans Midstream (0.74)



Anticorrelated Assets

Assets that tend to move strongly against APAM



ETRN Forecast + Options Trading Strategies   ETRN  Equitrans Midstream (0.74)


XLE Forecast + Options Trading Strategies   XLE  Energy Select Sector SPDR (0.28)


VFC Forecast + Options Trading Strategies   VFC  VF (-0.4)


LI Forecast + Options Trading Strategies   LI  Li Auto (-0.42)





Become a more profitable investor with AI optimized trading strategies






×

Chat with APAM


 Ask any question about APAM!