Hidden Dangers in a Value Rotation, A Better Approach – O’Shares ETF Investments – 6.1.21

Overview:
Title: Hidden Dangers in a Value Rotation, A Better Approach
Date: Tuesday, June 1, 2021
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Now On Demand. As the world slowly emerges from the pandemic, recent months have seen a rotation to Value strategies from Growth. What has driven the recent outperformance from Value stocks? Are these factors long-term tailwinds or transitory? Allocation to certain sectors may be detrimental to the risk-adjusted returns in portfolios. Identifying key metrics and strategies will be important to Value and equity income investors looking to avoid the pitfalls of broken Value stocks and dividend cuts or suspensions. In this webcast, O’Shares ETFs will discuss how a quality-focused approach may reduce portfolio risk, the risk to equity income and address the following topics:

  • What has driven the Value Rally?
  • Does Value provide the defense investors expect?
  • Portfolio strategies for trading or investing in Value
  • Dividend death watch: sectors and stocks

Speakers:
Connor O'Brien Connor O’Brien Chief Executive Officer and President O’Shares ETF Investments

Mr. O’Brien is President and CEO of O’Shares Investments. Mr. O’Brien has over 25 years of extensive global investment experience in the U.S. and international markets. His career includes 15 years in New York, first in mergers and acquisitions and capital markets at Lehman Brothers and Merrill Lynch, and then in private equity and portfolio management. Mr. O’Brien is a graduate of Dartmouth College (MBA) and Middlebury College (BA in Physics and Economics).
Kevin O'Leary Kevin O’Leary Chairman O’Shares ETF Investments

Kevin O’Leary is the Chairman of O’Shares ETF. He is an investor on ABC’s Shark Tank and is a regular contributor on ABC, CNBC and CTV, as well as a member of Boston’s 107-year old Hamilton Trust. O’Leary is a bestselling author of two books: Cold Hard Truth and Men, Women and Money, and Cold Hard Truth on Family, Kids and Money.

O’Leary holds a B.A. in environmental studies and psychology from the University of Waterloo and an MBA from the Richard Ivey School of Business, where he serves as a board member.
Before you invest in O’Shares ETF Investments Funds, please refer to the prospectus for important information about the investment objectives, risks, charges and expenses. To obtain a prospectus containing this and other important information, please visit oshares.com to view or download a prospectus online. Read the prospectus carefully before you invest. There are risks involved with investing including the possible loss of principal. O’Shares ETF Investments Funds are distributed by Foreside Fund Services, LLC. Foreside Fund Services, LLC is not affiliated with O’Shares ETF Investments or any of its affiliates.