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Summary Avoiding envy, and its associated pitfalls, is one of the simple secrets to a successful investment portfolio. Value once again outperformed Growth in the last week. After closing below the 200-day moving average for two weeks running, the US Dollar seems firmly entrenched i...
Summary There’s a growing valuation discount between our portfolios and their respective indices. Today, one can purchase a higher-quality portfolio for a discounted price relative to the index. This creates an attractive entry point for our actively managed small- to mid-cap...
Summary They may be far fewer in number than they used to be but traditional value investors are still out there, harnessing the power of “the force” in markets. Investors still interested in “thinking” their way to wealth (rather than giving in to the ...
Summary Based on our proprietary research in value investing, we find that deeper-valued stocks tend to outperform when the valuation spread, meaning the difference between cheap and expensive stocks, peaks from a very wide level. Valuation spreads narrowing and then starting to w...
Summary Short-sightedness has become an epidemic in investing. Meme stocks have convinced retail investors that getting rich overnight is a viable plan. With all the ways to invest these days, it seems like value investors are few and far between. Those who know how to properl...
Summary While still a source of outperformance this year, the global rotation into Value struggled for traction in Q3, thwarted by a summer rally in long-time laggard Quality. The recent back-and-forth between Value and Quality reflects their compositional differences and the diff...
Summary We sit down to discuss why indexing changed everything, why value is back and the fact that not all inflation is created equal. Will value stocks win for the patient investor over the coming three to five years? I'd give that very, very high odds. Central banks believe...
Summary Skewness in asset returns is a perplexing phenomenon and evokes different behavior from investors. Our theory is that skewness tends to move based on investor preferences. Investors in growth stocks may be pursuing lottery-like payouts, especially when such stocks are ...
Summary YTD, the S&P 500 is now down 24% while bonds have their own double-digit losses. Like stock valuations, currency valuations aren’t great timing tools but over a 3-year period after becoming undervalued, the outperformance is strong. Consumer defensive stocks...
First nonprofit ETF issuer reinforces commitment to fighting climate change with transparent, verified solution to reducing carbon emissions Impact Shares, Corp. , the first 501(c)3 nonprofit ETF sponsor in the U.S., today announces its partnership with Climate Vault ...
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Impact Shares Sustainable Development Goals Global Equity Company Name:
SDGA Stock Symbol:
NYSE Market:
The Board of Trustees (the “Board”) of Impact Shares Trust I (the “Trust”) has approved a Plan of Liquidation (the “Plan”) for the Impact Shares Sustainable Development Goals Global Equity ETF (the “Fund”) that became effective on February 3...
First nonprofit ETF issuer reinforces commitment to fighting climate change with transparent, verified solution to reducing carbon emissions Impact Shares, Corp. , the first 501(c)3 nonprofit ETF sponsor in the U.S., today announces its partnership with Climate Vault ...
NACP, WOMN and SDGA rank in the top percentile of their respective Morningstar categories following their three-year anniversaries Impact Shares , the first 501(c)3 nonprofit ETF issuer in the U.S. announced its three flagship ETFs — NACP, WOMN and SDGA — h...