Kevin O’Leary, Chairman and Connor O’Brien, Chief Executive Officer and President
at O’Shares ETF Investments discuss the current state of U.S. equity markets, factors behind the recent value rally, and strategies for navigating value investing going forward.
O’Shares Investments’ family of ETFs is centered around helping investors build long-term wealth. The firm’s cost effective, rules-based strategies focus on providing access to quality stocks and can be leveraged for wealth preservation and income to growth and capital appreciation.
O’Shares Investments’ family of ETFs include:
- O’Shares U.S. Quality Dividend ETF (OUSA)
- O’Shares U.S. Small-Cap Quality Dividend ETF (OUSM)
- O’Shares Global Internet Giants ETF (OGIG)
- O’Shares Europe Quality Dividend ETF (OEUR)
To learn more, register and watch: Hidden Dangers in a Value Rotation, A Better Approach.
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
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.