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Jeff Ptak: Hi, and welcome to
The Long View. I m Jeff Ptak, chief ratings officer at Morningstar Research Services.
Christine Benz: And I m Christine Benz, director of personal finance for Morningstar.
Ptak: Our guest this week is Eduardo Repetto. Eduardo is chief investment officer of Avantis Investors, where he is responsible for overseeing the research, design, and implementation of the firm s investment strategies. Prior to forming of Avantis in 2019, Eduardo was co-CEO, co-CIO, and a director at Dimensional Fund Advisors. Eduardo earned a Ph.D. in aeronautics from the California Institute of Technology, and an MSc degree in engineering from Brown University.
Fund News Advisors Can Use: Dave Portnoy Promotes New ETF That Follows Social Sentiment This week in fund news, VanEck s BUZZ goes live with Portnoy s backing; mutual fund-to-ETF conversions are coming; and Avantis hires more DFA execs.
VanEck launched a new exchange traded fund this week that invests in U.S. large-cap stocks with the highest degree of positive social sentiment and bullish investor perception. The new
VanEck Vectors Social Sentiment ETF (BUZZ) tracks the BUZZ NextGen AI US Sentiment Leaders Index, which analyzes interactions across social media platforms, news articles, blog posts and other content from online sources to measure stock-specific sentiment.
Active Management, Quality, and Value: The AVUS Trifecta March 2, 2021
Cyclical value stocks are on the mend, but quality should be a priority when investors hunt for value. The actively managed
AVUS “pursues the benefits associated with indexing (diversification, low turnover, transparency of exposures), but with the ability to add value by making investment decisions using the information in current prices,” according to Avantis Investors. The fund features an “efficient portfolio management and trading process that is designed to enhance returns while seeking to reduce unnecessary risks and costs for investors.”
AVUS is rooted in an academically-supported, market-tested framework aiming to identify securities with expected high returns based on market prices and other company information. Relying on trading and portfolio management processes, the Avantis team analyzes whether the perceived benefits of a trade overcome its associated costs and risk.
Avantis Investors Launches its First Fixed Income Mutual Funds
Avantis Investors Launches its First Fixed Income Mutual Funds
KANSAS CITY, Mo., Feb. 24, 2021 /PRNewswire/ Following the launch of its first three fixed income exchange traded funds (ETFs) over the past few months, Avantis Investors, a $3.5 billion investment brand from global asset manager American Century Investments, today announced the launch of its first low-cost, broadly diversified fixed income mutual funds: Avantis
® Core Municipal Fixed Income (AVMUX), Avantis
® Core Fixed Income (AVIGX) and Avantis
® Short-Term Fixed Income (AVSFX). These funds, available in Institutional Class shares, have the same strategy as their corresponding ETFs, which trade on the NYSE Arca, Inc. – AVMU, AVIG and AVSF