Smart Beta: What are Value ETFs?

In the first in our series explaining the different factors investors can add to their portfolios through strategic beta ETFs, Kenneth Lamont talks value

Kenneth Lamont 15 June, 2017 | 10:45AM

 

 

Kenneth Lamont: For the first in our introduction to strategic or smart beta series I'm going to take a look at value. Value investing is one of the most popular and intuitive active investment strategies. Famously championed by Warren Buffett, it involves identifying and buying cheap or unloved stocks in the hope that the market has mispriced them and that they will rebound in price.

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
iShares Edge MSCI USA Val Fac ETF $ Acc5.49 USD5.20

About Author

Kenneth Lamont  is a passive funds research analyst for Morningstar Europe.

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