Over the past two years, Value has been the clear leader in terms of fund flows: “smart money”.
Funds Flows: New Strategy Leader?

Over the past two years, Value has been the clear leader in terms of fund flows: “smart money”.
Watch the replay of our latest webcast, Focus on Fundamentals, to hear Connor O’Brien, CEO of O’Shares Investments, and guest Cinthia Murphy, Director of Research at ETF Think Tank.
Our investment team has analyzed the dividend increases and cuts by sector of the Russell 1000 Value Index and have discovered some notable changes in some bellwether sectors.
Watch this video to learn why investing in Value may be like trying to “catch a falling knife” and what strategy is a 40% allocation in O’Leary’s portfolio.
Sector allocation can play an important role in investor outcomes when growth is slowing. Looking back to 1989, you will see that certain sectors exhibited greater resilience than others, not only when profits decelerated in general, but throughout recent US recessions
Comparing 10-year return and risk data for the 11 sectors in the S&P 500, several observations can be made.
Index constituents are comprised of the 100 U.S. Large Cap companies with the highest quality as measured by O’Shares’ rules-based methodology emphasizing profitability, dividend growth & coverage, debt, and volatility.