Virtus Emerging Markets Dividend ETF (VEM)

Overview

The Fund is dedicated to achieving long-term capital appreciation and income generation through a disciplined and systematic investment strategy. This strategy is rooted in a bottom-up approach, specifically targeting emerging markets where dividend-paying equities present promising opportunities. By focusing on identifying undervalued stocks, the Fund aims to enhance its portfolio while implementing measures to mitigate potential downside risks. The overarching goal is to deliver sustainable returns for investors seeking growth in dynamic markets.

Products and Services

• Emerging Markets Equities Investment:

  The Fund invests in equities from emerging markets, focusing on companies that not only demonstrate robust growth potential but also offer consistent dividend payments. This strategy is designed to provide both capital appreciation and income generation, capitalizing on the economic growth of emerging regions.

• Valuation Analysis:

  By applying thorough valuation techniques, the Fund identifies undervalued investment opportunities that have the potential to deliver significant returns. The team conducts in-depth financial analysis to assess company fundamentals and market conditions, ensuring informed investment decisions are made.

• Risk Mitigation Strategies:

  The Fund incorporates comprehensive risk management strategies aimed at reducing downside risk. This includes diversification across sectors and geographies within the emerging markets, along with ongoing market analysis to adapt to changing economic conditions.

• Investment Research and Insights:

  The Fund provides investors with insights into market trends and investment opportunities through regular research reports and market updates. This information is crucial for making informed decisions and staying ahead of market developments.

• Client Advisory Services:

  The Fund offers personalized advisory services to help clients understand their investment options and align them with their financial goals. This service includes regular portfolio reviews and tailored investment strategies to meet individual client needs.