Factors and Active ETFs: Investing’s Future?
Is value investing dead? Zach Wainwright and Greg Stoner of ETF company Twin Oak say no – but they think factor investing is increasingly the way of the future.
We chat about market misconceptions, the rise of active ETFs, and why stock picking is worthwhile – and why Zach and Greg think tax management can potentially add a few extra points of return per year for some investors.
Click here or on the image below to watch.
Takeaways, courtesy of Riverside.fm’s AI
- Active ETFs are gaining traction in the investment landscape.
- Investing should focus on security selection, asset allocation, and structural value.
- Markets often misprice opportunities in the short term.
- Value investing has evolved and is not just about low price-to-book ratios.
- Stock picking remains crucial despite the challenges.
- Active management can enhance returns through strategic weightings and concentrations.
- Tax efficiency is vital for long-term investment success.
- Bespoke ETFs can provide tailored investment solutions for families.
- The ETF market is rapidly innovating, offering diverse options.
This article is for informational purposes only and is neither investment advice nor a solicitation to buy or sell securities. All investment involves inherent risks, including the total loss of principal, and past performance is not a guarantee of future results. Always conduct thorough research or consult with a financial expert before making any investment decisions. Neither the author nor BBAE has a position in any investment mentioned.
