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SMOT / SMOT: Do Not Set Expectations Too High

SMOT: Do Not Set Expectations Too High
SMOT has an alluring concept, marrying up the resilience inherent in moaty players with the valuation benefits investors typically anticipate from smaller companies. VanEck Morningstar SMID Moat ETF is approaching its one-year milestone with mixed results as it has underperformed the S&P 500 since my two previous notes. There is an interesting factor story in its recently recalibrated portfolio, with meaningful quality exposure, yet insufficient for a Buy rating. Read More
Posted: Sep 21 2023, 01:25
Author Name: Seeking Alpha
Views: 041342

SMOT News  

SMOT: Do Not Set Expectations Too High

By Seeking Alpha
September 21, 2023

SMOT: Do Not Set Expectations Too High

SMOT has an alluring concept, marrying up the resilience inherent in moaty players with the valuation benefits investors typically anticipate from sma more_horizontal

Bucking the Trend: Why SMID Caps are Poised for a Comeback

By ETF Trends
June 11, 2023

Bucking the Trend: Why SMID Caps are Poised for a Comeback

By Coulter Regal, CFA Associate Product Manager The recent performance of small- and mid-cap stocks, often referred to as “SMID caps”, and why the more_horizontal

As SMOT Stumbled After A Vigorous Start, A Fresh Review Is Necessary

By Seeking Alpha
May 16, 2023

As SMOT Stumbled After A Vigorous Start, A Fresh Review Is Necessary

SMOT is a comparatively novel investment vehicle targeting attractively valued small- and mid-sized U.S. stocks with narrow- and wide-moat characteris more_horizontal

SMOT: Outstanding Performance Since Inception Should Not Prompt Hasty Conclusions

By Seeking Alpha
February 22, 2023

SMOT: Outstanding Performance Since Inception Should Not Prompt Hasty Conclusions

SMOT is a novel fund with an investment strategy centered on moaty names from the U.S. small- and mid-cap echelons. SMOT has demonstrated outstanding more_horizontal

SMOT Could Be Smart Small-Cap Choice in 2023

By ETF Trends
December 27, 2022

SMOT Could Be Smart Small-Cap Choice in 2023

With 2022 drawing to a close, there's a growing course of market observers forecasting big things for small-cap stocks in 2023. More nuanced small-cap more_horizontal


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