WEBCASTS

Is Now the Moment for Small-Caps?

Fed interest rate cuts have historically been good for small-cap stocks with falling inflation rates acting as a tailwind for small-cap valuations.

Join the experts at SS&C ALPS Advisors as they share their quality-filtered small-cap strategy.

October 29, 2024
9:30a PT | 12:30p ET
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SUMMARY

Topics covered will include:

  • An overview of the tailwinds driving small-caps: valuations, rate cuts and other market conditions.
  • Why a quality approach to small-caps could be helpful in today’s environment.
  • An overview of OUSM’s quality screens and how to build a better core small-cap portfolio.

SPEAKERS

Paul Baiocchi, CFA*

Chief ETF Strategist
SS&C ALPS Advisors

Andy Hicks

SVP, Director of ETF Portfolio Management, Trading & Research
SS&C ALPS Advisors

Bob Boyda

Retired Head of Global Asset Allocation
Manulife Financial/John Hancock

Kirsten Chang

Senior Industry Analyst
VettaFi

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Important Disclosures

INSTITUTIONAL USE ONLY

An investor should consider the investment objectives, risks, charges and expenses carefully before investing. To obtain a prospectus containing this and other information, call 1-866-759-5679 or visit www.alpsfunds.com. Read the prospectus carefully before investing. 

Shares of ETFs are bought and sold at market price (not NAV) and are not individually redeemable.

All investments are subject to risks, including the loss of money and the possible loss of the entire principal amount invested. Additional information regarding the risks of this investment is available in the prospectus.

*Paul Baiocchi is a Registered Representative of ALPS Distributors, Inc. and ALPS Portfolio Solutions Distributor, Inc. 

ALPS Advisors, Inc., registered investment adviser with the SEC, is the investment adviser to the Fund.

ALPS Advisors, Inc., ALPS Distributors, Inc. and ALPS Portfolio Solutions Distributor, Inc., affiliated entities, are unaffiliated with VettaFi and O’Shares Investments.

ALPS Portfolio Solutions Distributor, Inc. is the distributor for the Fund.

Not FDIC Insured • No Bank Guarantee • May Lose Value