OPPX News and Press, Corbett Road Tactical Opportunity ETF

2024-05-11 02:00:00 ET Summary One of the cardinal tenets of investment management is that nothing stays the same forever. Mean reversion will at some point bring the high-flyers down to earth, and when that happens, you want to have other positions in your portfolio that offer so...

2024-05-07 11:15:00 ET Summary Passive funds do not have the ability to actively address the risks associated with their growing exposure to these prominent constituents as market concentration increases. Large-cap passive funds have become top-heavy, with their growing exposure t...

2024-04-08 07:25:00 ET Summary The real story of the last three years is that commodities and large cap stocks are the only major asset classes providing returns for a diversified investor. Small- and mid-cap value stocks have produced better returns but haven’t kept up wit...

2024-02-08 01:57:00 ET Summary Methodology differences influence the classification of growth stocks. Meta's 2022 plunge and 2023 recovery exemplify style index impact. Structural nuances, like the absence of a momentum variable, shape index behavior. By Catherine ...

2024-02-04 01:45:00 ET Summary Since early 2022, the FED lifted the federal funds rate by 5.25% to curb inflation, triggering speculation from pundits over the economic impact and future path of rate increases. Recently, the Fed noted that inflation has been tempered by restrictiv...

2024-02-03 00:17:00 ET Summary The rise of the Magnificent Seven marks a shift in the type of company that grows to become a mega cap. Index methodology that requires a history of profitability would make these companies ineligible for index inclusion. Some of the top performi...

2024-01-31 04:28:00 ET Summary In Russell Investments’ factor portfolios, the Global Large Cap Growth, Momentum and Size factors outperformed the MSCI All-Country World Index during Q4, while the Global Large Cap Value and Low Volatility factors underperformed the index. The Gl...

2023-10-25 20:35:00 ET Summary With each passing day this year, it seems as though the underperformance of small caps relative to large caps keeps getting wider. While the small-cap Russell 2000 is currently down over 30% from its post-Covid highs and within 1% of a multi-year low...

2023-08-15 21:41:00 ET Summary The U.S. equity market in 2023 has been driven by the disproportionate outperformance of large cap, growth, and technology-oriented stocks, leading to a significant concentration of market returns. The Large-Cap Growth and technology-oriented segment...

2023-08-10 09:15:00 ET Summary Matrix Asset Advisors is a Value-Driven asset management company. Our investment philosophy and process has allowed us to build a cohesive team of key investment professionals, enabling us to be both opportunistic and responsive. The S&P 500 cont...