Alessio de Longis, Portfolio Manager, OppenheimerFunds met with Julie Cooling, Founder & CEO, RIA Channel to discuss his perspective on factor investing.
“Diversified, broad-base factor exposure is a good replacement for the traditional market cap exposure,” believes Longis. When used thoughtfully, uncorrelated factors such as value, size, low volatility, quality and momentum are designed to reward investors over time. Staying attuned to macroecomonic trends and positioning the portfolio ahead of the economic cycle, allows advisors to rotate in factors expected to outperform and vice versa. In today’s late stage of the market cycle, Oppenheimer Dynamic Mulitfactor ETF, OMFL provides diversified exposure to all five factors while tilting towards low volatility and quality stocks, as economic growth is expected to decelerate.
To learn more, head to OppenheimerFunds.com.