WEBCASTS

Looking For Alpha? Dig Into Deep Value Investing

While growth stocks have been popular in recent years, investors may be remiss in ignoring opportunities for alpha among deep-value stocks where there are significant dislocations between stocks’ price and their underlying value. Additionally, for investors in search of capital appreciation, an active approach to deep-value investing may uncover and capture these opportunities. 

In this upcoming webcast, FLX Distribution and Emles Advisors, along with ETF Trends, will explore the Emles Alpha Opportunities active long-short equity strategy that combines deep value investing and catalyst trading to help investors enhance their investment portfolio.

November 12, 2021
11am PT | 2pm ET
1 CE Credit
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SUMMARY

Lara Crigger, Managing Editor of ETF Trends and ETF Database, will moderate a discussion on:

  • Why active management and fundamental research can uncover opportunities where the market is mispricing the prospects for specific companies
  • Highlight the strategy's ability to take both long and short positions for better return potential and risk management
  • How the Emles Alpha Opportunities strategy can fit into an investment portfolio to help generate alpha and mitigate risk
  • An overview of market challenges and opportunities 

Accepted for one hour of CFP/CIMA CE credit for live and on-demand attendees

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

SPEAKERS

Nathan G. Miller, CFA

Senior Vice President, Portfolio Manager
Emles Advisors

Jillian DelSignore, CIMA

Managing Director, Head of ETFs & Indexing
FLX Distribution

Lara Crigger

Managing Editor
ETF Trends and ETF Database

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Important Disclosures

Investors should consider the investment objective, risks, charges and expenses of a fund carefully before investing. This and other information are contained in the fund’s prospectus, which may be obtained by visiting www.emles.com or by calling + 1 (833) 673-2667. Please read the prospectus carefully before you invest.

Risks

There is no guarantee that the use of long and short positions will succeed in limiting a portfolio’s exposure to domestic stock market movements, capitalization, sector-swings or other risk factors. Investments in a portfolio involved in long and short selling may have higher portfolio turnover rates. This will likely result in additional tax consequences. Short selling involves certain risks, including additional costs associated with covering short positions and a possibility of unlimited loss on certain short sale positions. Short sales by a Fund theoretically involve unlimited loss potential since the market price of securities sold short may continuously increase. Investing involves risk, including possible loss of principal. ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs net asset value. Fixed income securities are subject to interest rate, inflation, credit and default risk. Investments in derivatives involve a number of risks, including counterparty risk, illiquidity, and losses greater than if they had not been used. Investments in foreign securities may involve risks such as social and political instability, market illiquidity, exchange-rate fluctuations, a high level of volatility and limited regulation. Events or conditions in one region or financial market may adversely impact issuers in a different country, region or financial market. Global events such as the current novel coronavirus (COVID-19), terrorist attacks, natural disasters, social and political discord or debt crises and downgrades, among others, may result in market volatility and have long term effects on both the U.S. and global financial markets. The Fund is non-diversified, which means that it may invest more of its assets in the securities of a single issuer or a smaller number of issuers than if it were a diversified fund. As a result, the Fund may be more exposed to the risks affecting an individual issuer or a smaller number of issuers than a fund that invests more widely. This may increase the Fund’s volatility and cause the performance of a relatively smaller number of issuers to have a greater impact on the Fund’s performance.

Emles’ ETFs are distributed by Foreside Financial Services, LLC, Distributor. Emles Advisors LLC is an investment adviser registered with the U.S. Securities and Exchange Commission.

Jillian DelSignore is a registered representative of ALPS Distributors, Inc. 1290 Broadway, Suite 1000 Denver, CO. 80203. ETF Trends, Emles Advisors, FLX Distribution and ALPS Distributors, Inc. are unaffiliated entities.