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One ETF for a High-Momentum Market: Video Presentation

FYI: Sharon French, head of Beta Solutions at Oppenheimer funds, explains factor investing, and what's working now.
Regards,
Ted
http://www.barrons.com/video/one-etf-for-a-high-momentum-market/232F28DE-93AE-41DB-9FB2-C1747D077C6E.html

Comments

  • I didnt see the name of a fund in the interview but it seems that this is one of the funds that fits Sharon's description: https://www.oppenheimerfunds.com/advisors/fund/russell-1000-dynamic-multifactor-etf/04841
  • edited January 2018
    Hi @hmgodwin
    I was thinking the fund is OMOM , as the discussed fund was related to momentum.

    https://www.oppenheimerfunds.com/advisors/fund/russell-1000-momentum-factor-etf/04843
  • Catch-22,
    The fund described was not simply a momentum etf but one that could tilt towards whichever factor was predicted to do the best in the near term. The fund in my post does that.
  • edited January 2018
    Dynamic Multifactor sounds a lot cooler than just Momentum Factor. I think that one will certainly get more people to buy (says the marketing team).

    They do make it sound so "this will certainly work to enhance your returns". Don't they? They may be right or they may be wrong.
    Why OMOM?
    1. Delivers exposure to companies in the Russell 1000 that exhibit relatively higher price momentum.
    2. Provides direct access to the momentum factor, which has historically been a driver of equity risk and return.
    3. Can be used to help manage factor exposure and risk within a diversified portfolio.
    Why OMFL?
    1. Provides access to a portfolio of U.S. large- and mid-cap stocks that score well for exposure to specific factors, including momentum, value, quality, size and low volatility.
    2. Seeks to maximize exposure to these factors, which have historically driven long-term returns that outperform the broad market.
    3. Capitalizes on the cyclicality of factor performance by employing a dynamic overlay that looks at leading economic indicators and market sentiment to determine the current market environment and then increases exposure to the factors that fare best in that environment.
  • Hello,

    Here is another one that gives OMFL a good run and it is FTCS. FTCS is one that I use in the sector compass along with EQL. If one of the hounds can out run FTCS ... Well, it is moving. Seems all three of the pack are currently ahead. Those would be XLK (place), XLE (show) & XLY (win) plus the (mention hound) XLF.
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