Traditional Values-Driven ETFs

I have written a lot in my blog analyzing and differentiating ESG, sustainable and impact ETFs.  In 2020 and 2021 on a percentage basis, this segment was among the fastest growing in the ETF marketplace. Moreover, during most of that time, the market performance of these funds validated the concept that investing in ESG ETFs … Read more

ETFs for Gender-Lens Investing

Last Tuesday was International Women’s Day.  For the eighth straight year Women in ETFs, the standard bearer for promoting gender bias reform in the ETF industry, held bell-ringings and special programs around the world to commemorate the occasion.  There have been a number of research studies demonstrating examples that having female representation in the C-Suite, … Read more

ValuEngine Capital Portfolio Manager on FOX Business

ValuEngine Capital Management, LLC (VECM) portfolio manager Jordan Kimmel appeared on Fox Business 03/07/2022.  Jordan and a second guest discussed the overall markets, current risks, and where things may go from here.  The video is a few minutes long, and worthwhile for anyone concerned about the condition of today’s markets and their own portfolio. VECM … Read more

ValuEngine new strategies, Podcast introduction

ValuEngine Capital Management LLC (VECM) is pleased to announce the addition of Jordan Kimmel to the team as the new Chief Equity Strategist and portfolio manager. VECM is a Registered Investment Advisor (RIA) that invests based on the proprietary, quantitative research produced by ValuEngine Inc. It is an important partnership between two companies: ValuEngine conducts … Read more

Inside Value ETFs

The market has been in a value phase the past 6 months which has been well documented by others.  The regime change was heartily welcomed by almost all managers of value funds, both active and passive. This is because the previous 13 years have been relentlessly difficult for value managers in terms of relative performance … Read more

02/19/2021 ValuEngine Market Update, stock pick

ValuEngine is asked many times every day what our outlook for the market is for the next few months.  We always answer with uncertainty, as that is the nature of the markets these days. We are “generally positive” about the markets and recovery once we put Covid in the rear view mirror. But we are … Read more

Inside Actively Managed Equity ETFs

By Herbert Blank Actively managed ETFs have evolved very differently from index-driven ETFs.  Most of the assets have been accumulated in actively managed fixed income ETFs while the vast preponderance of Assets Under Management in Equity ETFs are index driven. Although there are many legacy reasons for this, the fact is that the efficiencies of … Read more

ValuEngine Weekly Update 7/10/2020

There has been steady shifts over the past few months in ValuEngine’s overall sector valuations. The Utilities sector has been moving up the ranks, and is now the fifth most attractive sector based on overall valuations. Utilities was one of the most overvalued sectors just a few months ago. As market risk continues to increase, … Read more

ValuEngine Weekly Update 06/05/2020

7 of 16 overall sector groups still remain undervalued according to ValuEngine models, but it has clearly been changing. The overall number of undervalued stocks has dipped below 60% of the more than 5000 stocks covered for the first time in a long time. All of the approximately 5,000 stocks, 16 sector groups, and 140 … Read more

ValuEngine Weekly Update 05/29/2020

Read on for the ValuEngine weekly market update. Overall sector valuations and market valuations continue to steadily adjust as market prices increase. But there are still excellent buying opportunities available. All of the approximately 5,000 stocks, 16 sector groups, and 140 industries have been updated on www.ValuEngine.com. Summary below. Free Two Week Trial to all … Read more