5 min readBy Ron Koren ETF Insider
How does the JRE ETF work?
The JRE ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.
The Vaughan Nelson Select ETF (VNSE) is managed by Vaughan Nelson Investment Management, L.P. Founded on a bottom-up, value-oriented investment philosophy, Vaughan Nelson aims to identify quality companies with the potential for significant share price growth over a three-year horizon. VNSE typically holds between 20 to 40 securities, focusing on mid- to large-cap companies with a market capitalization of $5 billion or higher. Employing a non-transparent ETF with a Proxy Portfolio Structure, VNSE strives to strike a balance between portfolio confidentiality and market liquidity, although the disclosure of its Proxy Portfolio may present potential risks from predatory trading practices by market participants.
While the Vaughan Nelson Select ETF (VNSE) primarily focuses on equity securities, including exchange-traded common stocks, preferred stocks, and real estate investment trusts (REITs), its dividend distribution is a reflection of its investment approach. VNSE typically invests in 20 to 40 securities, primarily targeting mid- to large-capitalization companies, with a keen eye on companies earning a positive return on capital, trading at a discount to their asset value, and maintaining an attractive and sustainable dividend level.
Tracking the Vaughan Nelson Select ETF involves a unique approach to equity investments. This non-diversified fund primarily invests in equity securities, including exchange-traded common stocks, preferred stocks, and real estate investment trusts (REITs). It typically maintains a portfolio with 20 to 40 securities, focusing on mid- to large-capitalization companies with a market capitalization of $5 billion or higher.
The correlation aspect of the Vaughan Nelson Select ETF (VNSE) is a critical factor in understanding how this fund behaves in relation to its underlying assets. VNSE primarily invests in equity securities, including exchange-traded common stocks, preferred stocks, and real estate investment trusts (REITs). Being non-diversified, it may focus its assets on a particular issuer and invest in fewer issuers than a diversified fund, typically holding 20 to 40 securities. The ETF's correlation patterns with various market segments and asset classes are valuable insights for investors looking to gauge its risk and diversification benefits.
The Vaughan Nelson Select ETF (VNSE) primarily focuses on equity securities, including exchange-traded common stocks, preferred stocks, and real estate investment trusts (REITs). This non-diversified ETF typically holds 20 to 40 securities, with a preference for mid- to large-cap companies, those with a market capitalization of $5 billion or higher. Vaughan Nelson Investment Management, L.P. employs a bottom-up value-oriented investment approach, seeking companies with positive returns on capital, discounted valuations, and sustainable dividend levels. The fund's portfolio construction is driven by a value-driven philosophy, aiming to identify out-of-favor or misunderstood companies with the potential for significant share price increases over a three-year horizon. Unlike traditional ETFs, VNSE uses a non-transparent proxy portfolio structure, which, while providing some confidentiality, may pose challenges related to predatory trading practices.
The exposure characteristic of the VNSE ETF emphasizes its unique investment approach in the U.S. equity market. This ETF, managed by Vaughan Nelson Investment Management, L.P., focuses on a bottom-up, value-oriented investment process. It primarily invests in equity securities, including exchange-traded common stocks, exchange-traded preferred stocks, and exchange-traded real estate investment trusts (REITs), with a portfolio typically consisting of 20 to 40 securities. VNSE seeks companies with positive returns on capital, trading at a discount to their asset value, and offering sustainable dividend levels. Vaughan Nelson employs a value-driven investment philosophy and fundamental analysis to construct a portfolio that aims for significant share price increases over a three-year period.
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