Seeking Alpha Reviews Global Beta Smart Income ETF
The Global Beta Smart Income ETF (GBDV) has been the best-performing dividend ETF over the last year, scoring very well on valuation and sector diversification. Yet it is not well known. This independent review (by the Sunday Investor) on Seeking Alpha assesses GBDV’s methodology and evaluates the fund’s prospects. (It’s a buy in the current market.)…
The Global Low Beta ETF (“GBLO”), in accordance with our Global Beta Low Beta Index, rebalanced at the close of 06/17/22. GBLO rebalances quarterly to align itself with securities that both reduc
The Global Beta Rising Stars ETF, (“GBGR”), in accordance with our FactSet Rising Stars Index, rebalanced at the close of 06/17/22. GBGR rebalances quarterly to align itself with technology compa
The Global Beta Smart Income ETF (“GBDV”), in accordance with our Global Beta Smart Income Index, rebalanced at the close of 06/17/22. GBDV rebalances quarterly to align itself with high dividend
History has seemed to indicate that equity markets can experience valuation bubbles that last for years. It also suggests that these bubbles can end suddenly and violently. After that point, it seem
Free Guide to Trading Low Volume ETFs
Some investors avoid trading low volume ETFs because they believe that their liquidity is based upon actual trading volume and, therefore, the lower the volume the greater the risk. However, this is far from the truth. In fact, the value of any ETF is actually determined by the trading volume and shares of it’s underlying securities. In this download, we’ll share step-by-step instructions for buying and selling low volume ETFs through online retail brokerages as well as several trading examples.
The CFA Society of Philadelphia Luncheon Event on Wednesday, June 1st, featuring Global Beta Advisors' presentation on the "The importance of valuations" by Justin Lowry, was well-received. The event was a success, and we thank everyone who attended and participated in the discussions.
Global Beta Advisors will present, “The importance of valuations.” Join us as we speak about topics such as the importance to considering current valuations in relation to future market corrections
On April 22, the S&P 500 Index had officially crossed into correction territory for the fourth time this year from its latest high of 4796.56, made on January 3. Prior to this year, the S&P 500 had a nearly 2-year period without a market correction. The last correction prior to this year was on June 26, 2020.
Global Beta is proud to sponsor Source 50 Summits East Manager Selection Series April 20-22nd 2022. This premier, invitation only event helps match asset allocators across the investment management spectrum with investment managers all within an intimate setting designed to facilitate discovery and due diligence.
In the economic and market climate that we have observed during the first quarter of 2022, we believe balance and valuations are more important now than ever. For the first time in over 3 years, the Federal Reserve has raised interest rates. In addition to the formality of increasing the federal funds rate by 25 basis points, they have indicated an intention to raise interest rates further this year to combat some of the highest inflation rates observed in nearly 40 years.
This event will provide an overview of the regulatory environment, public policy, investor initiatives and fiduciary obligations to help institutional investors and financial advisors understand how...
China’s green bond market hit record levels of issuance, as the second-largest economy in the world raced toward a net-zero emissions future. Green bonds, which finance climate-friendly...
As Warren Buffet famously said, “Only when the tide goes out do you discover who’s been swimming naked”. We are now beginning to see that unfold to begin 2022. The markets are on the...
Michael Cronan, President ETFinsight.net, just published an analysis of Global Betas China Green Bond ETF (NYSE ticker: GRBD)
This week’s rising star is Global Payments, Inc. (GPN). GPN is a global electronic payments service provider. It also develops programs for local banks to help manage their consumer credit and debit card portfolio. GPN has steadily climbed the ladder of the ever-growing electronic payments industry. It is currently the 8th largest provider by market share...
As we wind down the last trading days of 2021, we are on the verge of another banner year for the S&P 500 Index. The S&P 500 Index is currently up 23.18% with an annualized standard deviation of just 10.75%. In fact, the S&P 500 Index is set to close 2021 better than 2020, and if current levels hold, it will be the 9th best year for the index since 1990 and the 6th best year on a risk adjusted basis over that span
The Global Beta Rising Stars ETF, in accordance our FactSet Rising Stars Index, rebalanced at the close of 12/17/21! Please visit https://gbgr.globalbetaetf.com/ to view the index’s new holdings, Standardized Performance, and find out more about the index and its investment objective! You will find notable securities that were added to the index during the rebalance, given their current market share trends and valuations...
The Global Beta Smart Income ETF, in accordance our Global Beta Smart Income Index, rebalanced at the close of 12/17/21! Please visit https://gbdv.globalbetaetf.com/ to view the index's new holdings, Standardized Performance and find out more about the index and its
investment objective! Because oil futures were below their 30-day trailing price average as of 12/14/21, our 3% energy sector cap was triggered. You will find notable securities that were removed from the index, given their current valuations relative to their dividend yield and price-to-sales multiple...
The Global Beta Low Beta ETF, in accordance our Global Beta Low Beta Index, rebalanced at the close of 12/17/21! Please visit https://gblo.globalbetaetf.com to view the index's new holdings, Standardized Performance and find out more about the index and its investment objective! You will find securities there were removed from the index, given current volatility trends in the securities relative to the market and their respective valuations...
The Global Beta Rising Stars ETF is rebalancing at the close of 12/17/21! Visit https://gbgr.globalbetaetf.com/ for Top 10 holdings, Standardized Performance, and to find out more about the fund and its investment objective! You will find notable securities that are in jeopardy of being removed from the portfolio, given their current market share trends and valuations...
The Global Beta Low Beta ETF will rebalance at the close of 12/17/21! Visit https://gblo.globalbetaetf.com/ for Top 10 holdings, Standardized Performance, and to find out more about the fund and its investment objective! You will find securities in the fund that are at risk of being removed from the portfolio, given current volatility trends in the securities relative to the market and their respective valuations...
The Global Beta Smart Income ETF will rebalance at the close of 12/17/21! Visit https://gbdv.globalbetaetf.com/ for Top 10 holdings, Standardized Performance, and to find out more about the fund and its investment objective! Oil futures are currently below its 30-day trailing price average as of 11/30/21, which will trigger our 3% energy sector cap. Additionally, below you will find securities in the fund that are at risk of being removed from the portfolio...
Many investors are very concerned about how supply chain disruptions and manufacturing challenges in today’s turbulent environment, will affect the US equity markets.
A breakdown between the largest relative contributions to returns between the Global Beta Rising Stars ETF (“GBGR”) and the Invesco Nasdaq Next Gen 100 ETF (“QQQJ”) for the fourth quarter 2021 through 11/12/21. Much of the alpha generated by GBGR over QQQJ for the quarter are from names that GBGR holds and QQQJ does not. Notably held in GBGR but not in QQQJ is CALX
Justin Lowry, President, and Chief Investment Officer, Global Beta Advisors, JR Rieger, President, JR Rieger, and Tim Guthrie, President, Bulls Eye Investments
in a fireside chat. Factor investing is worth revisiting in today’s turbulent environment, particularly for investors considering US equity exposure.
Democratic congressional officials recently intimated that they intend to propose legislation to tax billionaires’ unrealized capital gains on an annualized basis. On the surface, it seems like a novel approach for the current administration to unearth more tax dollars from the ever evasive top 0.0002%. However, the concern from market professionals and economists is that it could have unintended consequences. The details are sparse to this point, so it’s not entirely clear whether and to what extent this could impact investment vehicles, such as exchange traded funds, which allow for redemptions to be efficiently delivered via an in-kind transfer as well as customized baskets for fund rebalances, which are all currently viewed as tax exempt transactions by the IRS.
This week’s rising star is Calix, Inc. (CALX). CALX manufactures and sells carrier edged devices, such as WiFi routers, primarily to large communication service providers. In fact, CALX has the fourth largest market share among edge equipment providers
Factor investing is worth revisiting in today’s turbulent environment, particularly for investors considering US equity exposure.
Historically low yields may not provide the same diversification benefits as in the past – and also may not be adequate to meet investors’ return and income goals.
As we head into the final quarter of what has been another interesting year, let’s look at where we are and how we got here. Believe it or not, the S&P 500 Index was nearly flat during the third quarter. However, with all of the peaks and valleys throughout the quarter, it certainly didn’t feel like the S&P 500 ended flat.
Kulicke & Soffa (KLIC) is probably one of the lesser-known rising stars in technology. As of 08/31/21, the company had a market cap of just $4.3 billion. However, despite being a fringe mid cap stock, the company has been demonstrating prowess in the manufacturing of semiconductors. Semiconductor chips have become critical in supporting every day utilities such as smart phones, televisions, cars, and refrigerators. As technological advances continue throughout the world, chip technology is going to become more vital, and thus, the manufacturing of those chips become critical.
We believe AT&T is one of the more interesting stocks in the S&P 500 right now, particularly as it has recently announced its intention to shed much of its media and gaming businesses; such as Warner Media, TMZ Productions, and Playdemic. The goal with these divestures is to clean up its balance sheet and focus on its core competency in telecommunication in the race to build out the most comprehensive 5G network.
The Global Beta Low Beta ETF, in accordance our Global Beta Low Beta Index, rebalanced at the close of 09/17/21! You will find securities there were removed from the index, given current volatility trends in the securities relative to the market and their respective valuations:
The Global Beta Rising Stars ETF, in accordance our FactSet Rising Stars Index, rebalanced at the close of 09/17/21! You will find notable securities that were added to the index during the rebalance, given their current market share trends and valuations...
The Global Beta Smart Income ETF, in accordance our Global Beta Smart Income Index, rebalanced at the close of 09/17/21! Because oil futures were below their 30-day trailing price average as of 09/14/21, our 3% energy sector cap was triggered...
The Global Beta Low Beta ETF will turnover in accordance with the rebalance of its underlying index, the Global Beta Low Beta Index, at the close of 09/17/21! Below you will find securities in the index that are at risk of being removed, given current volatility trends in the securities relative to the market and their respective valuations:
The Global Beta Rising Stars ETF will turnover in accordance with the rebalance of its underlying index, the FactSet Rising Stars Index, at the close of 09/17/21! You will find notable securities that are in jeopardy of being removed from the index, given their current market share trends and valuations...
The Global Beta Smart Income ETF will turnover in accordance with the rebalance of its underlying index, the Global Beta Smart Income Index, at the close of 09/17/21! Oil futures are currently below its 30-day trailing price average as of 08/31/21, which will trigger our 3% energy sector cap. Additionally, below you will find securities in the fund that are at risk of being removed from the index...
While the bounds of valuation are higher and wider with the Invesco Nasdaq 100 ETF than the S&P 500 Index, the relationship is similar. Although the history is shorter than what is available for the S&P 500 Index, we still see a roughly 89% relationship between the price-to-sales multiple of the Invesco Nasdaq 100 ETF and its forward 10-year returns; indicating better performance when valuations are on the lower end of the spectrum and vice-versa.
Location, location, location. The adage that everyone in real estate echoes as the most important point of value for property. Well, that also rings true in the public markets. As equity markets continue to trade at record high valuations and bond markets continue to see record low yields, thanks in large part to an abundance of Federal stimulus, it has left investors both complacent and uncertain in how to position from here. What’s of further concern is that both parts of the market have created a dire situation for yield, which has pushed investors to seek alternative solutions such high-risk credit or purchasing crypto-based assets that earn interest.
Chief Investment Officer Justin Lowry and CEO of Valor Consulting and Distribution Richard Ranck, discuss how advisors are concerned about investing during a high inflation environment. Justin then discusses how Global Beta's suite of 3 Factor-based ETF's (GBGR, GBDV, GBLO) have the potential to offer investors positive returns and income.
Pfizer recently released its 2nd fiscal quarter results for 2021. The company beat both top and bottom-line numbers as shown below...
Hear from Justin Lowry, President & CIO, as he examines Global Beta’s custom approach to factor-based investing.
Watch our Education Video Series featuring Vince Lowry, CEO, Global Beta Advisors, LLC. Vince Lowry touches on topics such as Intrinsic Value and other investing fundamentals.
It is no secret that technology companies categorically experienced exponential growth over the past year, given the technological demand stemming from the COVID-19 global health pandemic. As many may have experienced or observed, technology has expanded into different industries, from the financial services industry to the food and restaurant industry. The ability for companies to generate greater efficiencies to deliver their product and services creates convenience for the consumer and generally better margins for their business. It may be difficult for investors to keep up with the emergence of new industries, which can lead to missed opportunities. It is a common occurrence for investors to look at a missed investment opportunity and wonder what could have been.
Announcement: The Global Beta Rising Stars ETF is rebalancing effective at the close of 06/11/21! Please visit Global Beta Rising Stars ETF | Global Beta Advisors (globalbetaetf.com)to view the new holdings of the fund on the morning of 06/14/21!
Global Beta really likes Zendesk because of its high growth potential in customer service software, which is the major subindustry of customer relationship management (“CRM”). While Zendesk has seen its stock rise exponentially over the past year (as of 03/31/21), we believe the continued growth potential in CRM still provides Zendesk with tremendous value, especially considering it is still an emerging company within the industry…
Beta is a quintessential part of the Capital Asset Pricing Model (“CAPM”), which is a model used to determine expected market returns. To accomplish his feat, it’s important that investors understand how certain stocks correlate with the overall market. To do this, we would want to measure a stock’s systematic risk, or “beta”, which is a mathematical computation to determine how much risk is being driven by market behavior as opposed to the news and fundamentals of the stock itself.
Global Beta really likes II-VI because of its high growth potential in optoelectronics coupled with its relatively attractive valuation, despite its strong run up in performance over the past year (+140% one-year trailing 03/31/21). Optoelectronics are key components in the manufacturing of smartphones and tablets as well as the application of LED lighting, solar energy, and several vital medical tests...
Global Beta really likes Zendesk because of its high growth potential in customer service software, which is the major subindustry of customer relationship management (“CRM”). While Zendesk has seen its stock rise exponentially over the past year (as of 03/31/21), we believe the continued growth potential in CRM still provides Zendesk with tremendous value, especially considering it is still an emerging company within the industry. The evolution of CRM is at a critical inflection point as business leaders navigate a post-pandemic sales cycle. We believe the efficiencies that were picked up out of need during the pandemic will now become the basis for customer relations.
Global Beta really likes IBM because in its recent quarterly earnings release for the period ending 03/31/21, it demonstrated the ability to reignite growth while also managing its balance sheet to not only sustain its dividend but grow it. We believe dividend paying stocks may see an increase in popularity, given how generally undervalued they have become from the COVID-19 economic recession coupled with the recent announcement by President Biden that the administration is proposing to double the capital gains tax rate.
Global Beta really likes II-VI because of its high growth potential in optoelectronics coupled with its relatively attractive valuation, despite its strong run-up in performance over the past year (+140% one-year trailing 03/31/21). Global Beta really likes Zendesk because of its high growth potential in customer service software, which is the major subindustry of customer relationship management (“CRM”).
The first quarter of 2021 has seemed to have started off as a transitionary period for markets. The overall theme has migrated from economic uncertainties due to COVID-19 related lockdowns to concerns that the economy may overheat with a potential faster-than-expected economic recovery coupled with record fiscal and monetary stimulus supplied by the Federal Government and Federal Reserve (The “Fed”), respectively. This has caused investors to wonder (and rightfully so) whether the Federal Reserve ought to let their foot off the breaks and raise the Federal Funds rate and slow down their current monetary stimulus programs to mitigate a potential spike in inflation.
J.R. Rieger of The Rieger Report caught up with Justin Lowry, President & Chief Investment Officer, of Global Beta Advisors, regarding the current dividend environment, the difficulty of investing in growth, and the impact of valuations and price-to-sales in a portfolio.
ETFs are nothing new. They’ve been growing in popularity since the 1990s. Factor-based ETFs, on the other hand, are something else. Combining all the benefits of the ETF structure, factor-based ETFs also allow for an investing process based on particular characteristics. In this article, we’ll explore the rise of factor-based ETFs and why financial advisors are turning to them to take their clients’ investment portfolios to the next level.
Global Beta ETFs announced today the Global Beta ETFs Board of Trustees has approved an index and name change for the Global Beta Momentum Growth ETF (NYSE Arca: GBGR). Effective December 18, 2020, the Fund name will be change to the Global Beta Rising Stars ETF and the underlying index will become the FactSet Rising Stars Index. The Fund ticker symbol, and CUSIP remain the same, and current shareholders are not required to take any actions as a result of the changes.
Watch the New York Stock Exchange's Opening Bell on July 29 featuring Global Beta Advisors.
What the Funds talk with Justin Lowry, President & Chief Investment Officer at Global Beta Advisors, about GBLO, the Global Beta Low Beta ETF.
“We're excited to introduce two new strategies today that help investors gain targeted factor exposure at a more attractive valuation relative to their peer group,” said Vince Lowry, CEO of Global Beta ETFs. “At this point in the equity cycle, we believe the easy money has been made, and that valuations of traditional broad-base, capitalization-weighted index funds have become significantly stretched relative to their historic averages. Our research indicates that, across all relevant factors in the market, improving the price-to-sales ratio within a portfolio can significantly improve returns, and can provide investors an additional level of downside risk mitigation. Given the current market environment today, we believe valuation is more important than ever.”
Distributor: Compass Distributors
Before investing you should carefully consider the Fund’s investment objectives, risks, charges, and expenses. This and other information is in the prospectus or summary prospectus. A copy may be obtained by visiting www.globalbetaetfs.com or calling (833) 933-2083. Please read the prospectus or summary prospectus carefully before investing.
Risk Considerations
Investing involves risk including the possible loss of principal. There can be no guarantee that the Fund will achieve its investment objective. The Funds are subject to the principal investment risks noted below, any of which may adversely affect the Fund’s net asset value (“NAV”), trading price, yield, total return and ability to meet its investment objective.
Low Beta Risk. Although subject to the risks of common stocks, low volatility stocks are seen as having a lower risk profile than the overall markets. However, a portfolio comprised of low volatility stocks may not produce investment exposure that has lower variability to changes in such stocks’ price levels. Low volatility stocks are likely to underperform the broader market during periods of rapidly rising stock prices.
Non-diversified risk. The Fund is considered “non-diversified” and may be more susceptible to a single adverse economic or regulatory occurrence affecting one or more of these issuers, experience increased volatility and be highly invested in certain issuers than a diversified fund.
Factor Risk. The fund’s underlying index, and thus the Fund, seeks to achieve specific factor exposures. There can be no assurance that targeting specific factors will enhance the Fund’s performance over time, and targeting exposure to those factors may detract from performance in some market environments.
Growth Securities Risk. The Fund invests in growth securities, which may be more volatile than other types of investments, may perform differently than the market as a whole and may underperform when compared to securities with different investment parameters. Under certain market conditions, growth securities have performed better during the later stages of economic recovery (although there is no guarantee that they will continue to do so). Therefore, growth securities may go in and out of favor over time.
Momentum Securities Risk. Stocks that previously exhibited high momentum characteristics may not experience positive momentum or may experience more volatility than the market as a whole.
Concentration Risk. To the extent that the Target Index is concentrated in a particular industry, group of industries or sector, the Fund is also expected to be concentrated in that industry, group of industries or sector, which may subject the Fund to a greater loss as a result of adverse economic, business or other developments affecting that industry, group of industries or sector.
Large Capitalization Securities Risk. The securities of large market capitalization companies may underperform other segments of the market because such companies may be less responsive to competitive challenges and opportunities and may be unable to attain high growth rates during periods of economic expansion.
Dividend-Paying Securities Risk. The Fund’s emphasis on dividend-paying stocks involves the risk that such stocks may fall out of favor with investors and underperform the market. Also, a company may reduce or eliminate its dividend after the Fund’s purchase of such a company’s securities.