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Pursuing Long-Term Capital Growth Through Risk Efficiency

February 2020 
By Ted Lucas, Head of Investment Strategies and Solutions

Investor interest in multifactor strategies continues to accelerate as a potential means to enhance capital growth beyond market beta.

Ted Lucas
Head of Investment Strategies and Solutions

 

 
  • Our risk-efficiency philosophy means that we seek the highest returns possible through a holistic consideration of primary sources
  • The hallmark of high risk-efficiency is maximizing and balancing exposure to rewarded risk factors and minimizing exposure to unrewarded or negatively compensated risks.
  • We have a series of multifactor ETFs that seek to address the potential challenges of targeting only a single factor.

Beta is a measure of a stock's volatility in relation to the overall market. By definition, the market, such as the S&P 500 Index, has a beta of 1.0.

Investing involves risk, including the possible loss of principal. 

ETFWP001  216197  HFA000726



Investing involves risk, including the possible loss of principal. 

ETFWP001  216197  HFA000726