Overview: |
| Title: Can You Beat the Market with Relative Strength? |
| Date: Tuesday, February 14, 2023 |
| Time: 1:00 PM Eastern Standard Time |
| Duration: 1 hour |
Register Now: |
| Already Registered? |
Summary: |
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Now On Demand
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Speakers: |
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John Lewis is a senior portfolio manager with Dorsey, Wright & Associates. In this role, Mr. Lewis is responsible for the investment strategies used various different indexes and models.
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Ian has been with Nasdaq Dorsey Wright since 2014 and is currently a Senior Analyst on the Market Research team. In this role, he provides technical market commentary through the firm’s written reports, weekly podcast, and other media outputs. Additionally, he helps develop models, indexes, and other investment solutions geared toward the advisor community. Having led educational initiatives at conferences, webinars, and lectures, he is passionate about discussing how Point & Figure methodology and Relative Strength investing can be utilized by financial professionals around the world. Ian graduated from The College of William and Mary with degrees in economics and accounting. |
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Lance Davison is Senior Investment Consultant with AdvisorShares ETFs and has been with the firm since 2018. With over ten years’ experience in financial services industry, Lance provides advisors with consultative approach to education for the active ETFs, portfolio allocations, and investment insights through various market environments. He also hosts AdvisorShares AlphaCall webinars helping to give advisors a deeper understanding of our ETFs and the portfolio managers. Lance’s experience covers a broad spectrum of various investment products and market conditions. Prior to joining AdvisorShares, he worked in sales and marketing for some of the largest investment firms in the industry with various structures including non-traded REITs, mutual funds, and retirement plans for both small business and corporate 401ks. Lance received his Bachelor of Arts from Denison University and his MBA from University of Maryland, College Park. Lance holds his series 6, 63, 65, and 7 licenses. |
AdvisorShares Focused Equity ETF (Ticker: CWS) — a concentrated, long-term portfolio with low-turnover and a long-term stock picking track record — earned five stars for its overall (out of 534 funds), five stars for its three-year (out of 534 funds) and five stars for its five-year (out of 499 funds) risk-adjusted returns in Morningstar's Mid-Cap Growth category, as of December 31, 2022.
AdvisorShares Dorsey Wright FSM U.S. Core ETF (Ticker: DWUS) — a tactically allocated portfolio for large cap domestic equity opportunities through relative strength and trend analysis — earned five stars for its overall (out of 1,131 funds) and five stars for its three-year (out of 1,131 funds) risk-adjusted returns in Morningstar's Large Growth category, as of December 31, 2022.
Four Stars
AdvisorShares Dorsey Wright Micro-Cap ETF (Ticker: DWMC) — an unemotional approach to invest in today's smallest companies to capture their growth as they transform into tomorrow's market leaders — earned four stars for its overall (out of 576 funds) and four stars for its three-year (out of 576 funds) risk-adjusted returns in Morningstar's Small Growth category, as of December 31, 2022.
AdvisorShares Dorsey Wright FSM All Cap World Equity ETF (Ticker: DWAW) — a tactically allocated portfolio that invests in trending relative strength market opportunities from around the world and across market caps or styles — earned four stars for its overall (out of 1,131 funds) and four stars for its three-year (out of 1,131 funds) risk-adjusted returns in Morningstar's Large Growth category, as of December 31, 2022.
Past performance is not indicative of future results. For standardized and month-end performance and more information about these ETFs, please visit their respective fund pages at AdvisorShares.com.
AdvisorShares regularly hosts live webinars featuring industry thought leaders, portfolio managers and strategists including Nasdaq Dorsey Wright, Mr. Elfenbein and other leading experts. You may learn more and register at the AdvisorShares Event Center for upcoming event sessions and educational insights.
About AdvisorShares
AdvisorShares is a leading provider of active ETFs. For financial professionals and investors requesting more information, call 1-877-843-3831 or visit advisorshares.com. Follow @AdvisorShares on Twitter and on Facebook, YouTube, LinkedIn and Twitch for more insights.
Before investing you should carefully consider each Fund's investment objectives, risks, charges and expenses. This and other information is in the prospectus, a copy of which may be obtained by visiting the Fund's website at www.AdvisorShares.com. Please read the prospectus carefully before you invest. Foreside Fund Services, LLC, distributor.
The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.
There is no guarantee that the Fund will achieve its investment objective. An investment in the Fund is subject to risk, including the possible loss of principal amount invested. The prices of equity securities rise and fall daily. These price movements may result from factors affecting individual issuers, industries or the stock market as a whole. Shares of the Fund may trade above or below their net asset value ("NAV"). The trading price of the Fund's shares may deviate significantly from their NAV during periods of market volatility. There can be no assurance that an active trading market for the Fund's shares will develop or be maintained. In addition, equity markets tend to move in cycles which may cause stock prices to fall over short or extended periods of time. Other Fund risks include market risk, liquidity risk, large cap, mid cap, and small cap risk. Please see prospectus for details regarding risk.