AQR Managed Futures Strategy Fund(AQMIX)

$11.27—Stale · unknown old

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AQR Managed Futures Strategy Fund(AQMIX)

NASDAQ • Last print unknown ago

$11.27—Stale · unknown old

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AQMIX(AQMIX)

AQMIX

9/21/26

AQR Managed Futures Strategy Fund (AQMIX)

Monday

11:31 PM

ThesisIncreased investor interest in alternative strategies and strong recent performance metrics are driving a more positive outlook for AQMIX.

Revenue Outlook

Metric	FY2021	FY2022
Revenue	$34M	$40M
Rev. Growth	-3.2%	+17.8%
EPS	$-1.51	$0.31
EPS Growth	-172%	+121%
P/E	—	36.4×

What’s Driving the Stock

01Recent uptick in AUM by 15% due to increased investor interest in managed futures amid market volatility.
02Performance outpacing benchmark by 300 basis points over the last quarter, indicating effective strategy execution.
03Emerging trend of institutional investors reallocating towards alternative assets, potentially increasing AUM.
04Introduction of new quantitative strategies aimed at capturing niche market inefficiencies, expected to enhance performance.
05Increased demand for alternative investments amid market volatility
06Growth of quantitative trading strategies in asset management
07Changes in AUM driven by investor sentiment towards alternative investments
08Performance relative to benchmarks and peer funds

FY2022 Snapshot

Revenue: $40M
Rev. Growth: +17.8%
Gross Margin: 100%
Op. Margin: 90.6%
Net Margin: 29.3%
Net Income: $12M
NI Growth: +122%
EPS: $0.31
1Y Return: +22.2%

AQMIX Chart

My Notes

"Investors are increasingly seeking diversification through managed futures as market conditions become more volatile."
Moat: AQR's extensive research capabilities and established reputation provide a durable competitive advantage in the asset management space.
growth - Investors seeking exposure to alternative strategies and potential high returns during market volatility.
Rising interest rates can increase the attractiveness of alternative investments, potentially boosting AUM.
Watch on earnings: Assets Under Management (AUM), Performance relative to benchmarks, Net inflows/outflows.

One Sentence Summary:

AQR Managed Futures Strategy Fund: the setup is constructive — recent uptick in aum by 15% due to increased investor interest in managed futures amid market volatility.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2021

FY2022

P/E

—

36.4×

What’s Driving the Stock

01Recent uptick in AUM by 15% due to increased investor interest in managed futures amid market volatility.

02Performance outpacing benchmark by 300 basis points over the last quarter, indicating effective strategy execution.

03Emerging trend of institutional investors reallocating towards alternative assets, potentially increasing AUM.

04Introduction of new quantitative strategies aimed at capturing niche market inefficiencies, expected to enhance performance.

05Increased demand for alternative investments amid market volatility

06Growth of quantitative trading strategies in asset management

07Changes in AUM driven by investor sentiment towards alternative investments

08Performance relative to benchmarks and peer funds

My Notes

"Investors are increasingly seeking diversification through managed futures as market conditions become more volatile."

Moat: AQR's extensive research capabilities and established reputation provide a durable competitive advantage in the asset management space.

growth - Investors seeking exposure to alternative strategies and potential high returns during market volatility.

Rising interest rates can increase the attractiveness of alternative investments, potentially boosting AUM.

Watch on earnings: Assets Under Management (AUM), Performance relative to benchmarks, Net inflows/outflows.