The Future is Now: AI & Semiconductors in the Context of VanEck's Moat Strategy

The technological change in AI is breathtaking. We’ve seen chipmakers, such as Nvidia and AMD, benefitting from the AI boom in the past year.

Please join VanEck for a Breakfast & Learn with Brian Colello, Technology Equity Analyst from Morningstar, as we discuss AI and semiconductors in the context of VanEck’s Moat strategy.

Topics:

Morningstar’s thoughts on Semiconductor Stocks’ Moats, Valuations and Growth looking forward.
Update on the VanEck Morningstar Wide Moat strategy and how Brian’s tech sector analysis flows into the strategy.
Performance Track record of the Morningstar^® Wide Moat Focus Index^SM vs the S&P 500 and deep dive into Q1 2024 performance including current positioning into the next quarterly rebalancing date.

Tuesday, 11th June 2024

Widder Hotel
Rennweg 7, 8001 Zurich, Switzerland

Agenda

08:30 - Welcome
08:45 - Breakfast & Presentation
09:45 - Q&A
10:00 - End of Breakfast

A History of Outperformance

Cumulative Return (%) / 28/02/2007- 31/03/2024

Source: Morningstar Research Services, LLC.

Performance data quoted represents past performance. Past performance is not a guarantee of future results. Index performance is not illustrative of fund performance. The return may increase or decrease as a result of currency fluctuations. You cannot directly invest in an index. For fund performance current to the most recent month-end, visit vaneck.com. Investing in funds following these indexes is subject to risk. You might lose all capital invested.

Speaker(s)

Brian Colello

Technology Equity Analyst, Morningstar

Strategist, technology equity research, for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc.
He covers semiconductor and hardware companies and supports Morningstar’s equity research-linked Indexes business
Brian was the director of the technology sector team before assuming his current role in 2023
Prior to joining Morningstar in 2008, he worked in public accounting for KPMG and served as a manager in corporate finance for BMG Music, a subsidiary of Bertelsmann AG
Brian holds a bachelor’s degree in accounting from Bucknell University and a master’s degree in business administration from Wake Forest
He is a Certified Public Accountant

Philipp Schlegel

Managing Director Switzerland, Co-Head Sales EMEA, VanEck

Managing Director for VanEck's Swiss office
Co-Head Sales EMEA
Responsible for the growth of VanEck's EMEA market
Responsible for supporting the firm’s business and product development activities
Joined VanEck in October 2010
Prior to joining VanEck, Director, Head of Commodities, and Deputy of Head of Fund of Hedge Funds at Horizon21 Alternative Investments; Head of Global Macro and Commodities, and Portfolio Manager of RMF Investment Management/Man Group; oversaw RMF’s New York Office
Earlier career experience includes Precious Metals trading, Deputy Head of European Emerging Markets short term interest rates FX market making position at UBS in Zurich and London
Nominated for Best Commodities Fund while at Horizon21; nominated twice for Best Global Macro/Commodities Fund while at RMF Investment Products
Federal Certificate and VSH Commercial Diploma, Business School Zurich; Certificate, Mathematical Finance, University of Applied Sciences, Winterthur; International Capital Market Association (ICMA), International Fixed Income and Derivatives Certification

Roman Poole

Associate Director, Sales and Business Development, VanEck

Associate, Sales and Business Development, from VanEck’s Zurich office
Responsible for supporting the firm’s business and product development activities
Responsible for the growth of VanEck’s Swiss and Liechtenstein Wealth Management markets
Joined VanEck in July 2022
Prior to joining VanEck, specialist in forex sales and strategies for Swiss corporate clients at Ebury Partners (UK/CH)
Earlier career experience in the field of SaaS and cloud computing at Safe Swiss Cloud (CH)
B.A. in Banking and Finance from the university of Zürich

Important Disclosures

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The Morningstar^® Wide Moat Focus Index^SM are service marks of Morningstar, Inc. and have been licensed for use for certain purposes by VanEck. VanEck ETFs (the “ETFs”) are not sponsored, endorsed, sold or promoted by Morningstar, and Morningstar makes no representation regarding the advisability of investing in the ETFs. It is not possible to invest directly in an index.

The S&P 500 Index (“Index”) is a product of S&P Dow Jones Indices LLC and/or its affiliates and has been licensed for use by Van Eck Associates Corporation. Copyright © 2020 S&P Dow Jones Indices LLC, a division of S&P Global, Inc., and/or its affiliates. All rights reserved. Redistribution or reproduction in whole or in part are prohibited without written permission of S&P Dow Jones Indices LLC. For more information on any of S&P Dow Jones Indices LLC’s indices please visit www.spdji.com. S&P^® is a registered trademark of S&P Global and Dow Jones^® is a registered trademark of Dow Jones Trademark Holdings LLC. Neither S&P Dow Jones Indices LLC, Dow Jones Trademark Holdings LLC, their affiliates nor their third party licensors make any representation or warranty, express or implied, as to the ability of any index to accurately represent the asset class or market sector that it purports to represent and neither S&P Dow Jones Indices LLC, Dow Jones Trademark Holdings LLC, their affiliates nor their third party licensors shall have any liability for any errors, omissions, or interruptions of any index or the data included therein.

All performance information is based on historical data and does not predict future returns. Investing is subject to risk, including the possible loss of principal.

Moat Investing Roadshow