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 Lunch & 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.

Monday, 10th June 2024

Sofitel Frankfurt Opera
Opernplatz 16, 60313 Frankfurt/Main

Agenda

12:00 to 12:15 PM: Registration and Welcome - Florian Körner
12:15 to 12:35 PM: Performance Review of Morningstar Wide Moat Strategy - Brian Colello
12:35 to 12:45 PM: VanEck's MOAT Product Offering - Dominik Schmaus
12:45 to 1:15 PM: Artificial Intelligence, Valuations, and Case Studies - Brian Colello

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

Florian Körner

Head of Sales Germany & Austria, VanEck

Director, Sales and Business Development, from VanEck's Frankfurt Office
Responsible for the growth of VanEck's German and Austrian Institutional markets
Responsible for supporting the firm’s business and product development activities
Joined VanEck in June 2021
Prior to joining VanEck, Vice President State Street Global Advisors/SPDR ETF; Senior Sales Manager Man Group
Earlier career experience include UBS, Deutsche Bank, PriceWaterhouseCoopers
CAIA Charterholder
Master of Science in Business and Economics, Focus on Finance, Controlling and Banking, University of Basel, Switzerland

Dominik Schmaus

Associate Director, VanEck

Sales and Business Development, from VanEck's Frankfurt Office
Responsible for the growth of VanEck's German and Austrian Wealth Managers and Digital Platforms business
Joined VanEck in April 2018 as Senior Product Manager
Prior to joining VanEck held a ETF Product Manager position at Deka Investment GmbH being responsible for product development/implementation of exchange-traded index funds in Frankfurt and Munich
Bachelor of Science in business administration with a focus on finance from the Universities of Applied Sciences in Munich, Germany and Saimaa, Finland

Important Disclosures

This is a marketing communication. Please refer to the prospectus of the UCITS and to the KID before making any final investment decisions. This information originates from VanEck (Europe) GmbH, which has been appointed as distributor of VanEck products in Europe by the Management Company VanEck Asset Management B.V., incorporated under Dutch law and registered with the Dutch Authority for the Financial Markets (AFM). VanEck (Europe) GmbH with registered address at Kreuznacher Str. 30, 60486 Frankfurt, Germany, is a financial services provider regulated by the Federal Financial Supervisory Authority in Germany (BaFin).

The information is intended only to provide general and preliminary information to investors and shall not be construed as investment, legal or tax advice. VanEck (Europe) GmbH and its associated and affiliated companies (together “VanEck“) assume no liability with regards to any investment, divestment or retention decision taken by the investor on the basis of this information. The views and opinions expressed are those of the author(s) but not necessarily those of VanEck. Opinions are current as of the publication date and are subject to change with market conditions. Certain statements contained herein may constitute projections, forecasts and other forward-looking statements, which do not reflect actual results. Information provided by third party sources is believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. Brokerage or transaction fees may apply.

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.

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

Moat Investing Roadshow