WEBCASTS

Diversifying Mag 7 Concentration Risks with a Free Cash Flow Approach

Traditional value investing exposes several pitfalls. Mastering free cash flow (FCF) and FCF yield allows investors to evaluate how efficiently a company is being managed and valued in the face of a shifting global economy.

Join the experts at VictoryShares and VettaFi for an in-depth exploration of FCF and how it can be used to maximize your portfolio’s potential.

February 11, 2025
11 AM PT | 2 PM ET
1 CE Credit
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SUMMARY

Topics covered will include:

  • A fresh perspective on why FCF yield is emerging as a premier valuation metric in today’s dynamic global markets.
  • How to avoid the missteps that can limit the effectiveness of traditional value and FCF strategies.
  • Innovative FCF investing techniques designed to unlock your portfolio’s potential and drive long-term growth.
  • Actionable strategies to diversify away from concentrated Mag 7 exposure, manage valuation risks, and enhance portfolio diversification with a forward-looking FCF approach.

This program is accepted for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, The ETF Institute for the CETF® designation and The American College of Financial Services.

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.

SPEAKERS

Michael Mack

Associate Portfolio Manager
VictoryShares and Solutions

Thomas Allman

Associate Portfolio Manager
VictoryShares and Solutions

Cinthia Murphy

Investment Strategist
VettaFi

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Important Disclosures

VettaFi is the index provider for VictoryShares Free Cash Flow ETF (VFLO), for which it receives an index licensing fee. However, VictoryShares Free Cash Flow ETF (VFLO) is not issued, sponsored, endorsed, or sold by VettaFi. VettaFi and its affiliates have no obligation or liability in connection with the issuance, administration, marketing, or trading of VictoryShares Free Cash Flow ETF (VFLO).

Carefully consider a fund’s investment objectives, risks, charges and expenses before investing. This and other information can be found in the fund’s prospectus or, if available, the summary prospectus, which may be obtained by visiting http://www.vcm.com/prospectus. Read the prospectus carefully before investing.

All investing involves risk, including the potential loss of principal. An investment should only be made with an understanding of the risks involved with owning a particular security or asset class.

Free cash flow is the remaining cash a company has after covering all expenses. It can be used to invest in growing the business, pay dividends or pay down debt.

Price to Earnings (P/E) Ratio is the current share price of a stock divided by its earnings per share.

The Magnificent 7 (MAG 7) stocks are a group of mega-cap stocks that drive the market’s performance due to their heavy weighting in major stock indexes such as the S&P 500 Index and the Nasdaq-100 Index. These stocks are Apple, Microsoft, Alphabet, Amazon, NVIDIA, Tesla and Meta Platforms.

Distributed by Foreside Fund Services, LLC (Foreside). Victory Capital Management Inc. is not affiliated with Foreside.

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