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Webinars Value Moves Pay Off for Moat Investing

April 06, 2021
11:00 AM US ET
60 MIN

Speaker(s)

  • Brandon Rakszawski
    Brandon Rakszawski
    Senior ETF Product Manager
  • Andrew Lane
    Andrew Lane
    Strategist, Morningstar

Summary

Moat Investing is based on a simple concept: invest in companies with sustainable competitive advantages trading at attractive prices. But how do you implement it? And how does it impact sector allocations?

In an informative webinar you will learn how this timeless investment philosophy can become an actionable investment strategy, driven by Morningstar’s forward-looking equity research. Morningstar’s team of over 100 analysts applies one consistent research methodology to approximately 1,500 companies globally. Powered by this research, VanEck’s suite of Moat Investing strategies helps investors enhance their long-term core equity exposure.

  • Recent impact of the 2020 shift to value
  • Current Morningstar® Wide Moat Focus IndexSM positioning
  • Index performance and company highlights

Important Definitions & Disclosures

U.S. DISCLOSURES

This material is for informational purposes only. 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 are 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. The information herein represents the opinion of the author(s), but not necessarily those of VanEck.

This is not an offer to buy or sell, or a solicitation of any offer to buy or sell any of the securities mentioned herein. Fund holdings will vary. Past performance is no guarantee of future results.

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 Vectors Morningstar Wide Moat ETF (MOAT®), VanEck Vectors Morningstar International Moat ETF (MOTI®), VanEck Vectors Morningstar Global Wide Moat ETF (GOAT) and VanEck Morningstar Wide Moat Fund, (the “Funds”) may be subject to risks which include, among others, investing in the health care, consumer discretionary, consumer staples, industrials, telecommunications, information technology, financial services, medium-capitalization companies, equity securities, market, operational, high portfolio turnover, index tracking and data, emerging market issuers, special risk considerations of investing in European and Asian issuers, depositary receipts, cash transactions, underlying fund, new fund, market, operational, high portfolio turnover, index tracking, authorized participant concentration, no guarantee of active trading market, trading issues, replication management, passive management, fund shares trading, premium/discount risk and liquidity of fund shares, non-diversified, and concentration risks, which may make these investments volatile in price or difficult to trade. Medium-capitalization companies may be subject to elevated risks. Foreign investments are subject to risks, which include changes in economic and political conditions, foreign currency fluctuations, changes in foreign regulations, and changes in currency exchange rates which may negatively impact the Fund's returns.

The Morningstar® Wide Moat Focus IndexSM, Morningstar® Global ex-US Moat Focus IndexSM, and Morningstar® Global Wide Moat Focus IndexSM were created and are maintained by Morningstar, Inc. Morningstar, Inc. does not sponsor, endorse, issue, sell, or promote the VanEck Vectors Morningstar Wide Moat ETF, VanEck Vectors Morningstar International Moat ETF, or VanEck Vectors Morningstar Global Wide Moat ETF and bears no liability with respect to the ETFs or any security. Morningstar® is a registered trademark of Morningstar, Inc. Morningstar Wide Moat Focus Index, Morningstar Global ex-US Moat Focus Index, and Morningstar® Global Wide Moat Focus IndexSM are service marks of Morningstar, Inc.

An investment in the VanEck Morningstar Durable Dividend ETF (DURA) may be subject to risks which include, among others, investing in the consumer staples, energy, health care, and utilities sectors, small and medium-capitalization companies, equity securities, dividend paying securities, 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-diversified, and concentration risks, which may make these investments volatile in price or difficult to trade.

The Morningstar® US Dividend Valuation IndexSM was created and is maintained by Morningstar, Inc. Morningstar, Inc. does not sponsor, endorse, issue, sell, or promote the VanEck Vectors Morningstar Durable Dividend ETF and bears no liability with respect to the ETF or any security. Morningstar® is a registered trademark of Morningstar, Inc. Morningstar US Dividend Valuation Index are service marks of Morningstar, Inc.

Investing involves risk, including possible loss of principal. Please call 800.826.2333 or visit vaneck.com for a free prospectus and summary prospectus. An investor should consider the investment objective, risks, charges and expenses of the investment company carefully before investing. The prospectus and summary prospectus contain this and other information. Please read the prospectus and summary prospectus carefully before investing.

Van Eck Securities Corporation, Distributor