WEBCASTS

The Story Behind Moat Investing’s Decade of Dominance
vs. the S&P 500

Large cap U.S. equity strategies often fail to outperform the S&P 500. Morningstar’s moat investment philosophy, however, has done just that since 2007.

Join the experts at VanEck and VettaFi for a webcast unpacking this shockingly successful strategy.

September 26, 2023

11am PT | 2pm ET

SUMMARY

Topics will include:

A focus on quality companies with sustainable competitive advantages (“moats”) trading at attractive valuations.
How moat investing manages long-term outperformance relative to the S&P 500 and large blend peers.
How this strategy is powered by Morningstar’s forward-looking equity research.

SPEAKERS

Edward Lopez

Managing Director, Head of Product Management
VanEck

Andrew Lane

Director of Equity Research – Index Strategies
Morningstar Research Services, LLC

Lara Crigger

Editor-In-Chief
VettaFi

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Important Disclosures

For Financial Professionals Only. Not for Distribution to the Public.

Please note that VanEck may offer investment products that invest in the asset class(es) or industries discussed in this webinar.

The views and opinions expressed are those of the speaker and are current as of the video’s posting date, and are not necessarily those of VanEck or its employees. Video commentaries are general in nature and should not be construed as investment advice. References to specific securities and their issuers or sectors are for illustrative purposes only. This is not an offer to buy or sell, or a recommendation to buy or sell any of the securities/financial instruments mentioned herein. The information presented does not involve the rendering of personalized investment, financial, legal, or tax advice. Certain statements contained herein may constitute projections, forecasts and other forward looking statements, which do not reflect actual results, are valid as of the date of this communication and subject to change without notice. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. VanEck does not guarantee the accuracy of third party data.

An asset allocation program cannot guarantee profits. Loss of principle is possible.

No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of VanEck.

An investment in the VanEck Morningstar Wide Moat ETF (MOAT®) may be subject to risks which include, among others, risks related to investing in equity securities, consumer discretionary sector, health care sector, industrials sector, information technology sector, financials sector, medium-capitalization companies, market, operational, high portfolio turnover, index tracking, authorized participant concentration, no guarantee of active trading market, trading issues, passive management, fund shares trading, premium/discount risk and liquidity of fund shares, non-diversification and index-related concentration risks, all of which may adversely affect the Fund. Medium-capitalization companies may be subject to elevated risks.

Investing involves substantial risk and high volatility, including possible loss of principal. An investor should consider the investment objective, risks, charges and expenses of a Fund carefully before investing. To obtain a prospectus and summary prospectus, which contain this and other information, call 800.826.2333 or visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing.