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Sphere FTSE Emerging Sustainable Yield ETFSHZ.TOTOP PICKNov 24, 2016Stock price when the opinion was issued
As of Jun 24, 2020. Market Open.
(He’s been telling people for years that they should be buying more emerging markets. Tonight, he is giving 3 different ways to play the same theme.) This one started trading about 6 months ago and is focused on sustainable yield. It is small. The important thing is, it has a sustainable yield as part of its methodology. That is the value screen. He is a proponent of factor investing.
This has a sustainable overlay to their investment strategy, which makes it a little unique. He believes emerging markets is the place he wants to be starting to allocate a little bit of money. His only question is whether this company will be successful and reach a critical mass, but he doesn’t know the company that well. (See Top Picks.)
He is a big fan of emerging markets in general. The thing about Sphere is that they have quality screens. You’re getting exposure to emerging markets with the sustainable yield as basically being a value tilt. You are getting a chance to be a value investor while investing in emerging markets.