INSIGHTS & STRATEGIES

WisdomTree Blog

In-N-Out or Shake Shack? There are many ways to judge a burger; there are just as many ways to determine what makes up a good investment factor. Matt Wagner discusses.

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History shows currency exposure has increased the volatility of broad-based international equity portfolios over long periods, and without adding to expected returns. We believe a dynamic approach to managing currency risk can be a significant source of value to international exposures over market cycles.
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Businesses with excess cash have a choice: move it off the balance sheet as a dividend, which is often a taxable event, or repurchase shares, where taxes can be more easily managed. The latter can make a ton of economic sense, which is why share buybacks have become the other dividend. Jeff Weniger discusses strategies that focus on buybacks and shareholder yield.

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Small-cap companies tend to outperform larger companies over time, but no matter how you segment the market, nearly one in every five small cap companies in the U.S. is currently unprofitable. What if there was a way to access the U.S. small-cap market that steered investors away from unprofitable companies?
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Valuing companies based on dividends is well-documented and understood. In practice, though, this theory has been stressed over the last decade. Matt Wagner illustrates the impact on fundamentals from an approach that combines dividends and profitability.

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After 24 months of live performance, the WisdomTree U.S. Multifactor Fund (USMF) has met the objectives that were set out when it was launched and has the potential to generate higher absolute returns over the long run. Alejandro Saltiel examines how this factor strategy performed over the last two years.

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