AD-UN TOR Week ended 07 Aug 2026

Weekly Investor Report

Alaris Equity Partners Income Trust · Financial Services · Asset Management

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Latest close 25.69 CAD
4.3% latest week
Weekly setup

Constructive, but selective

The weekly trend is active. Price is 13.7% above the Trend Line and sits at 95.0% of its 52-week range. The latest completed week returned 4.3%, after a 3.3% four-week move. The latest factor snapshot indicates quality ranks weakly versus its universe; growth is moderate; valuation is neither clearly cheap nor expensive. The latest news-sentiment score is 52/100. Near-term considerations: price is close to its 52-week high.

Setup score 78 out of 100
Latest Close 25.69 CAD 7 Aug 2026
1W Return 4.3% latest completed week
4W Return 3.3% short-term follow-through
12W Return 14.7% quarterly tape
Trend Breadth 94.2% 49 of 52 weeks active
Volume Ratio 1.9x vs 13-week average
What is working
  • The trend backdrop is active with a 49-week active streak.
  • Price is above the Trend Line, keeping the weekly tape constructive.
  • Price is above Fair Value, showing premium demand versus the model.
  • Activity pressure is positive on the latest completed week.
What could go wrong
  • 1 reversal markers appear in the recent smart-money tape.
What to watch next
  • Price is close to its 52-week high; watch for continuation or exhaustion.
  • Trend Line remains the key weekly regime level.
  • Activity pressure is the gauge to monitor for confirmation or fade.
  • A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through 4.3% Latest completed week; four-week move 3.3%. Indicator stack 97/82 Trend and activity pressure are weighted against the latest 12-week confirmation window. Trend backdrop Active The trend backdrop defines the current weekly regime. Patient Capital Quiet Activity-pressure buy-signal status for institutional accumulation timing. News sentiment 52/100 11 relevant articles in the latest sentiment read.
01 · Price action

Where price is—and whether the trend supports it

The weekly trend is active. Price is 13.7% above the Trend Line and sits at 95.0% of its 52-week range. The latest completed week returned 4.3%, after a 3.3% four-week move.

Study the full chart

52-week price path

Price vs Trend Line and Fair Value
Price Trend Line Fair Value
02 · Volume and demand

Is real participation confirming the move?

Latest weekly volume is 1.9x the 13-week average. Participation is unusually strong and confirms that the move is attracting attention.

26-week volume confirmation

Bar height shows volume; colour shows the weekly price direction
13 Feb 20 Feb 27 Feb 6 Mar 13 Mar 20 Mar 27 Mar 3 Apr 10 Apr 17 Apr 24 Apr 1 May 8 May 15 May 22 May 29 May 5 Jun 12 Jun 19 Jun 26 Jun 3 Jul 10 Jul 17 Jul 24 Jul 31 Jul 7 Aug
Up week Down week
Demand beneath price

Activity pressure and institutional-style signals

These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.

Activity pressure path

Latest 1.0012-week average 0.91

12-week confirmation

Trend active12/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure11/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership12/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure1.00Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers11 reversal markers

No recent accumulation markers. 1 reversal markers.

03 · Momentum and leadership

Is performance persistent—and is the stock leading?

Performance is 3.3% over four weeks, 14.7% over 12 weeks, and 50.2% over one year. The current trend has remained active for 49 consecutive weeks.

Performance by holding period

1W4.3%
4W3.3%
12W14.7%
26W19.7%
52W50.2%
Active trend streak49 weeks
Active weeks in one year49
Trend breadth94.2%

Activity pressure vs relative leadership

Activity pressureRelative leadership
Pressure1.56Latest activity-pressure read.
Pressure change49.6%Four-week change in activity pressure.
Leadership9.55Latest relative-leadership reading.
RS change-4.7%Four-week change in relative leadership.
04 · Fundamentals and valuation

What investors are paying for—and the quality behind it

The latest factor snapshot indicates quality ranks weakly versus its universe; growth is moderate; valuation is neither clearly cheap nor expensive.

Open full factor analysis
Factor week 09 Aug 2026 Financial statements through 31 Mar 2026 Field coverage 85% Model confidence 79%

Relative factor standing

Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.

Overall factor strength20/100Blend of value, momentum, and quality. Underlying universe rank 81; rank 1 is best.
Value32/100Relative valuation strength. Underlying universe rank 69; rank 1 is best.
Quality4/100Profitability and accounting quality. Underlying universe rank 97; rank 1 is best.
Momentum74/100Medium-term price momentum. Underlying universe rank 27; rank 1 is best.
Growth26/100Revenue and earnings growth. Underlying universe rank 75; rank 1 is best.
How to read this

Quality and valuation are separate questions

A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.

Valuation

How much investors are paying for earnings, sales, and cash flow.

P/E
25.9x
Price divided by trailing earnings.
Price / sales
8.4x
Market value relative to trailing revenue.
EV / EBITDA
25.0x
Enterprise value relative to operating cash earnings.
Free-cash-flow yield
-8.9%
Free cash flow as a share of enterprise value.

Business quality

Margins and the return generated on invested capital.

Gross margin
-
Gross profit retained from each unit of revenue.
Operating margin
76.4%
Operating profit retained from revenue.
Free-cash-flow margin
-91.9%
Free cash flow generated from revenue.
Return on invested capital
5.7%
Operating return generated on invested capital.

Growth and financial strength

Recent business growth and accounting strength.

Revenue growth
14.0%
Latest one-year revenue growth.
EPS growth
-61.0%
Latest one-year earnings-per-share growth.
Free-cash-flow growth
-310.1%
Latest one-year free-cash-flow growth.
Piotroski F-score
3/9
Nine-point accounting-strength checklist.

Shareholder return and balance sheet

Cash returned to owners and financial leverage.

Dividend yield
5.7%
Cash dividends relative to market value.
Buyback yield
0.6%
Net share repurchases relative to market value.
Shareholder yield
6.3%
Dividend yield plus net buyback yield.
Net debt / EBITDA
4.5x
Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment

What other market participants are doing

Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.

Insider activity-

No recent insider transactions are stored for this company.

News sentiment52/100

Weighted news tone is neutral across 11 relevant articles.

2 positive · 9 neutral · 0 negative
Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal
06 · Catalysts and risk

What can move the shares—and how volatile the path has been

Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.

Next earnings-No event is currently stored.
Options expected move-Nearest-chain priced movement where available.
52-week drawdown-1.8%Distance below the 52-week high.
13-week volatility2.0%Standard deviation of weekly returns.

Weekly gains and losses

Latest 26 completed weeks

Each bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.

Weeks higher15 of 2611 weeks finished lower.
Best week+4.5%Week of 3 Apr.
Worst week-10.3%Week of 13 Mar.
Latest week+4.3%Week of 7 Aug.

Shape of recent returns

Strong gains3
Modest gains12
Flat weeks0
Modest losses10
Sharp losses1
Recent vol2.0%13-week weekly-return volatility.
Base vol2.7%52-week weekly-return volatility.
Up/down split31/21Count of positive and negative weeks in the 52-week window.
Average skew2.5% / -1.6%Average positive week versus average negative week.
07 · Sector and peer context

Is this stock leading—or simply moving with its group?

Sector and industry breadth distinguish company-specific strength from a broad group move.

08 · Evidence and weekly data

The underlying research record

Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.

Weekly tape79/100

Trend, activity pressure, participation, and risk combine to a 79/100 tape read.

 Indicator analysis88/100

Latest 12-week confirmation: trend 12/12, activity pressure 11/12, relative leadership 12/12.

Activity pressure 1.00; 1 reversal markers Factors29/100

O'Shaughnessy factor stack blends value, quality, momentum, and confidence.

Buyback Yield rank 31; Small Cap Core rank 70 Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal Sentiment52/100

Weighted news tone is neutral across 11 relevant articles.

Artisan Partners Asset Management (APAM) Posts Q2 Results And Dividend, Is The Stock Expensive? Insiders50/100

No recent insider transaction evidence is stored.

 Earnings50/100

No stored earnings event is currently attached to this ticker.
WeekCloseReturnTrend LineFair ValuePressureLeadershipVolumeTrend
7 Aug 202625.69 CAD4.3%22.59 CAD17.10 CAD1.569.55518.8KOn
31 Jul 202624.63 CAD-0.6%22.43 CAD17.02 CAD1.548.76377.6KOn
24 Jul 202624.79 CAD-1.4%22.29 CAD16.94 CAD1.459.19402.0KOn
17 Jul 202625.13 CAD1.1%22.14 CAD16.86 CAD1.2611.18617.0KOn
10 Jul 202624.86 CAD2.6%21.97 CAD16.78 CAD1.0410.02360.2KOn
3 Jul 202624.24 CAD2.9%21.80 CAD16.70 CAD0.717.5963.5KOn
26 Jun 202623.55 CAD-1.0%21.64 CAD16.63 CAD0.525.3881.5KOn
19 Jun 202623.78 CAD2.9%21.50 CAD16.55 CAD0.466.4351.9KOn
12 Jun 202623.11 CAD-0.5%21.32 CAD16.48 CAD0.323.5860.9KOn
5 Jun 202623.22 CAD-1.7%21.18 CAD16.41 CAD0.225.6656.0KOn
29 May 202623.61 CAD2.5%21.02 CAD16.33 CAD0.196.39268.2KOn
22 May 202623.03 CAD2.9%20.86 CAD16.26 CAD-0.024.74323.4KOn
15 May 202622.39 CAD-0.5%20.72 CAD16.19 CAD-0.163.75281.5KOn
8 May 202622.51 CAD1.2%20.56 CAD16.13 CAD-0.153.53387.5KOn
How to use this report

This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.

Evidence context