Given the changing market conditions, investors should consider alternative ways to get the most out of their equity exposures.
On the upcoming webcast, Finding Value in U.S. Large Cap Equities, Mo Haghbin, Head of Product, Beta Solutions at OppenheimerFunds, and Talley Leger, Equity Strategist at OppenheimerFunds, will delve into the equity market and look to value plays through a revenue-weighted indexing strategy as a way to help advisors enhance a portfolio and capture U.S. market opportunities.
Revenue offers a unique way to weight a portfolio as it is a metric that cannot be easily manipulated by accounting practices and it is not based on management discretion, as dividends are. OppenheimerFunds revenue weighted ETF options, including the Oppenheimer Large Cap Revenue ETF (NYSEArca: RWL), provides an indexing approach that may serve as a compelling alternative to market-cap weighting for core equity positions.
The ETF’s underlying index follows a rules-based methodology that re-weights the constituent securities of the S&P 500 Index according to the revenue earned, subject to a maximum 5% per company weighting.