Equus Total Return (Equus Total Return) Momentum Rank : 4 (As of Jun. 07, 2024)

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What is Equus Total Return Momentum Rank?

Equus Total Return has the Momentum Rank of 4.

For Momentum Rank, we considered the residual momentum concept that was widely studied by Blitz and his colleagues as well as by Nobel Prize laureates Fama and French. However, we did not find any significant differences in the performances of stocks with different ranks of residual momentum. Therefore, we use traditional momentum instead.

Momentum Rank is determined using the standardized momentum ratio and other momentum indicators. The standardized momentum ratio is the average of the performances from 12 months ago to 1 month ago and 6 months ago to 1 month ago, divided by the beta of the stock over the past 12 months. To calculate the momentum ratio today, we would use the average of the two performance numbers.

For momentum, we found that stock price performance does not have a monotonic correlation with the momentum ratio. The stocks with the highest momentum ratios perform worse than those at about the 70th percentile. Therefore, for the momentum rank, we ranked the stocks at about the 70th percentile of the momentum ratio as the highest at 10.

Please click GF Score to see more details on the GF Score's 5 Key Aspects of Analysis.

Competitive Comparison of Equus Total Return's Momentum Rank

For the Asset Management subindustry, Equus Total Return's Momentum Rank, along with its competitors' market caps and Momentum Rank data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Equus Total Return's Momentum Rank Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Equus Total Return's Momentum Rank distribution charts can be found below:

* The bar in red indicates where Equus Total Return's Momentum Rank falls into.

Equus Total Return Momentum Rank Related Terms

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Equus Total Return (Equus Total Return) Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » Equus Total Return Inc (NYSE:EQS) » Definitions » Momentum Rank

Comparable Companies

Traded in Other Exchanges

N/A

Address

700 Louisiana Street, 48th Floor, Houston, TX, USA, 77002

Website

http://www.equuscap.com

Equus Total Return Inc is a United States-based closed-end management investment company providing financial solutions for privately-owned middle market and small capitalization companies. Its investment objective is to seek the highest total return, consisting of capital appreciation and current income. It focuses to provide long-term capital gains by investing in the debt and equity securities of small and middle-market capitalization companies that are generally not publicly traded at the time of its investment. Its investment operations include investment selection, due diligence, structuring investments, and providing management assistance and monitoring of investments.

Executives

Robert L Knauss	director	5151 SAN FELIPE, SUITE 1661, HOUSTON TX 77056
Pallieres Bertrand Des	director	EQUUS TOTAL RETURN, INC., 8 GREENWAY PLAZA, SUITE 930, HOUSTON TX 77046
Michael T Tokarz	10 percent owner	287 BOWMAN AVENUE, SUITE 331, PURCHASE NY 10577
Mvc Capital, Inc.	10 percent owner	RIVERVIEW AT PURCHASE, 287 BOWMAN AVENUE, 3RD FLOOR, PURCHASE NY 10577
Tokarz Group Advisers Llc	10 percent owner	RIVERVIEW PLAZA, 287 BOWMAN AVENUE, 2ND FLOOR, PURCHASE NY 10577
John A. Hardy	director	C/O EQUUS TOTAL RETURN, INC., 8 GREENWAY PLAZA, SUITE 930, HOUSTON TX 77046
Richard F Bergner	director	2727 ALLEN PARKWAY, 13TH FLOOR, HOUSTON TX 77019
Fraser Atkinson	director	C/O EQUUS TOTAL RETURN, INC., 8 GREENWAY PLAZA, SUITE 930, HOUSTON TX 77046
Henry W Hankinson	director	2727 ALLEN PARKWAY, 13TH FLOOR, HOUSTON TX 77019
Kenneth I Denos	officer: Executive VP and Secretary	10757 SOUTH RIVER FRONT PARKWAY, SUITE 125, SOUTH JORDAN UT 84095
Mobiquity Investments Ltd	director	19105 36TH AVENUE WEST, SUITE 213, LYNNWOOD WA 98036
Alessandro Benedetti	director	C/O EQUUS TOTAL RETURN, INC., 8 GREENWAY PLAZA, SUITE 930, HOUSTON TX 77046
Tiel Trust Fbo Paula T. Douglass	10 percent owner	P.O. BOX 130197, HOUSTON TX 77219
Tiel Trust Fbo Sam P. Douglass	10 percent owner	P.O. BOX 130197, HOUSTON TX 77219
Douglass Trust Iv - Fbo S. Preston Douglass	10 percent owner	P.O. BOX 130197, HOUSTON TX 77219