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.
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 StrategistSS&C ALPS Advisors
Andy Hicks
SVP, Director of ETF Portfolio Management, Trading & ResearchSS&C ALPS Advisors
Bob Boyda
Retired Head of Global Asset AllocationManulife Financial/John Hancock
Kirsten Chang
Senior Industry AnalystVettaFi
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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