The Investment Management of Momentum ETF (IMOM) is managed by Empowered Funds, LLC dba EA Advisers, which serves as the fund's investment adviser. IMOM follows a proprietary methodology developed by Empirical Finance, LLC, dba Alpha Architect, and licensed to the Adviser. This methodology employs a quantitative, rules-based approach to identify non-U.S. equity securities with strong momentum characteristics, emphasizing securities that have demonstrated higher recent total return performance compared to others. The Adviser's expertise in momentum investing and its systematic approach to portfolio selection contribute to IMOM's unique strategy for capturing momentum in international markets.
The Alpha Architect International Quantitative Momentum ETF (IMOM) focuses on a momentum style of investing, seeking to identify non-U.S. equity securities with strong recent total return performance. The ETF is actively managed by Empowered Funds, utilizing a rules-based methodology that selects approximately 50 to 100 securities with the highest relative momentum from developed non-U.S. markets. While the fund emphasizes momentum investing, it does not specifically mention dividend payments as a primary criterion in its selection process.
The Alpha Architect International Quantitative Momentum ETF (IMOM) is a unique offering in the ETF space, managed by Empowered Funds. IMOM employs a proprietary quantitative methodology to select approximately 50 to 100 non-U.S. equity securities with the highest relative momentum. By focusing on securities with superior recent total return performance compared to others, IMOM aims to provide investors with exposure to international markets while targeting consistent positive returns. As of September 30, 2022, IMOM exhibited significant tracking to sectors including Energy (29.9%), Industrials (15.1%), Materials (13.6%), Utilities (13.2%), and Financials (10.2%).
The Empowered Funds International Quantitative Momentum ETF (IMOM) employs a distinctive quantitative strategy to select a portfolio of non-U.S. equity securities with high relative momentum. Managed by Empowered Funds, the ETF aims to capture the performance of stocks that have demonstrated strong recent total return performance compared to others in the MSCI EAFE Index. By utilizing a rules-based methodology and proprietary screens to filter and select momentum stocks, IMOM offers investors exposure to international markets with an emphasis on sustained positive performance.
The IMOM International Equity ETF (IMOM) is managed by Empowered Funds, LLC and employs a quantitative, rules-based methodology to select a portfolio of non-U.S. equity securities with strong momentum characteristics. This approach emphasizes securities with higher recent total return performance compared to others in the initial universe. As of September 30, 2022, the IMOM ETF had significant sector exposures, including Energy (29.9%), Industrials (15.1%), Materials (13.6%), Utilities (13.2%), and Financials (10.2%). This allocation reflects a strategic focus on sectors that have exhibited favorable momentum trends within the international equity landscape.
The Alpha Architect International Quantitative Momentum ETF (IMOM) employs a systematic, rules-based investment approach to capture momentum in the international equity markets. Managed by Empowered Funds, LLC, IMOM selects approximately 50 to 100 non-U.S. equity securities with the strongest relative momentum using a quantitative methodology. As of September 2022, IMOM had notable exposures to Energy (29.9%), Industrials (15.1%), Materials (13.6%), Utilities (13.2%), and Financials (10.2%). This strategic exposure aims to capitalize on the historical performance trends of these sectors within the international markets, offering investors a unique opportunity to gain exposure to momentum-driven segments.
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ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.
