etfexpress

NEWSLETTER

Back in the land of value and active management

This week we bring you an interview with Brian Barish of Denver, Colorado-based Cambiar Investors who is the manager for not just any old value ETF, but an ‘aggressive value’ ETF. In his interview he references Berkshire Hathaway and its concentrated portfolio – just eight stocks dominate and if it’s good enough for BH, it’s good enough for anyone else.

Referring to his new ETF, Barish says: “This is straight up stock picking – rifle shot bets. Very specific stock picks where we think we have a differentiated view on fundamentals and how they may evolve.”

We also have the survey from Direxion which shows that ETFs are proving popular with US active traders. Direxion reveals that the vast majority of US-based active traders (92 per cent) say they are knowledgeable about ETFs and feel confident they have the resources and tools to trade ETFs with intelligence.

Nearly half of all respondents (49 per cent) currently hold ETFs in their portfolio, with 80 per cent – regardless of whether or not they trade ETFs – stating they are knowledgeable about ETFs.

“It’s a positive sign that ETFs have become integral to so many active traders’ strategies, and that so many have done their homework to understand these investment vehicles,” says Direxion Chief Marketing Officer Andy O’Rourke.

This week saw the birthday of ETFs – March 9th in 1990 saw that first product on the Toronto Stock Exchange and Canada’s ETFs enjoyed net inflows of USD3.56 billion YTD 2023 – the second highest on record, according to ETFGI.

ETF Express is collaborating with IMpower FundForum, Europe’s largest asset and wealth management event, on its ETF sessions this summer in Monte Carlo.

To view the current agenda please click here.

Delegates can receive a 10 per cent discount using this code FKN3253EMSPK, following this link and asset managers can receive a further 50 per cent discount.

Beverly Chandler, Managing Editor

For live updates please follow us on Twitter and LinkedIn.

LATEST NEWS

ETF data providers ETFGI reports the ETFs industry in Canada celebrates the 33rd anniversary of the listing of the first ETF on March 9th. 
The vast majority of US-based active traders (92 per cent) say they are knowledgeable about ETFs, and feel confident they have the resources and tools to trade ETFs with intelligence, while mitigating risk, according to a new Direxion Trader Sentiment Survey conducted by the Harris Poll.
Denver, Colorado-based investment manager, Cambiar Investors, with USD5 billion in assets, has recently converted its Aggressive Value Fund into an ETF – CAMX. 

Global ETF Launches

Vintage Globe
Rest of world ex-US launches this week are predominantly green, with Franklin Templeton launching an emerging markets Paris-aligned climate ETF in Europe and BNP Paribas launching additional sustainable bond ETFs.

US ETF Launches

US Flags
Nine new ETF offerings were launched for the week, with ESG-focused strategies and structured product offerings being a common theme among many of the new mandates.  Detailed below are the respective launches from each asset manager.

Canada ETF LAUNCHES

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