Brandon Rakszawski,VP, Director of Product Management at VanEck and Andrew Lane Director of Equity Research – Index Strategies, Morningstar discuss MOAT investment strategies for stabilizing client portfolios in turbulent markets.
The MOAT ETF, indexed by Morningstar, targets U.S. equities with sustainable competitive advantages(moats) at affordable valuations. The Morningstar research team rates companies based on their forecasted levels of competitive advantages. “Wide Moat” stocks are then ranked by valuation. The MOAT ETF consists of a concentrated portfolio of 40-50 stocks.
Rather than focusing on a specific style, MOAT seeks quality companies at attractive valuations. Historically, MOAT’s defensive characteristics have provided downside protection in periods of market turbulence, followed by periods of excess returns.
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In the face of ongoing market turbulence, sound companies with a sustainable competitive advantage and attractive valuations can provide investors with core stability. VanEck’s Brandon Rakszawski and Morningstar’s Andrew Lane will explain how a focus on companies with a wide economic moat, driven by Morningstar’s forward-looking equity research, could help financial advisors bolster their clients’ core portfolio.
- An overview of Morningstar research-driven Moat investing methodology
- How a wide economic moat can stabilize a portfolio in turbulent times
- How financial advisors can incorporate a Moat investment methodology into a diversified investment portfolio
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VanEck is a global investment manager with roughly $68 billion in assets under management across a robust portfolio of ETFs and mutual funds, spanning global and U.S. equity, munis, corporate bonds, natural resources and digital assets.