Category: U.S. Large Caps

Funds Flows: New Strategy Leader?

Over the past two years, Value has been the clear leader in terms of fund flows: “smart money”.

Webcast Replay: Focus on Fundamentals

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.

Sector Dividend Tracker

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.

Large-Cap: Value, Growth or Quality Repositioning for Slower Growth

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.

Repositioning for Slower Growth

Double exposure of city and financial graph chart, network and world map on blurred building background, Elements of this image furnished by NASA.

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

Scatterplot: S&P 500 Sectors

Stock market background design

Comparing 10-year return and risk data for the 11 sectors in the S&P 500, several observations can be made.

Research Report: OUSAX – O’Shares U.S. Quality Dividend Index

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.

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OGIGX Index Linked Product
You are now leaving the O’Shares Investments website. By clicking, you acknowledge that you are someone authorized to undertake investment activities relating to the Exchange Traded Funds (ETFs). In addition, you understand that O’Shares Investments is not making any financial promotion or carrying out any regulated activity of said products. The following landing page may contain information concerning investments, products or other information. O’Shares Investments is not responsible for the accuracy or completeness of information on non-affiliated websites.
The material available on non-affiliated websites has been produced by entities that are not affiliated with O’Shares Investments. Descriptions of references to, or links to products or publications within any non-affiliated linked websites does not imply endorsement of that product or publication by O’Shares Investments. Any opinions or recommendations from non-affiliated websites are solely those of the independent providers and are not the opinions or recommendations of O’Shares Investments, which is not responsible for any inaccuracies or errors.
OEURX Index Linked Product
You are now leaving the O’Shares Investments website. By clicking, you acknowledge that you are someone authorized to undertake investment activities relating to the Exchange Traded Funds (ETFs). In addition, you understand that O’Shares Investments is not making any financial promotion or carrying out any regulated activity of said products. The following landing page may contain information concerning investments, products or other information. O’Shares Investments is not responsible for the accuracy or completeness of information on non-affiliated websites.
The material available on non-affiliated websites has been produced by entities that are not affiliated with O’Shares Investments. Descriptions of references to, or links to products or publications within any non-affiliated linked websites does not imply endorsement of that product or publication by O’Shares Investments. Any opinions or recommendations from non-affiliated websites are solely those of the independent providers and are not the opinions or recommendations of O’Shares Investments, which is not responsible for any inaccuracies or errors.
OUSMX Index Linked Product