In Times of Volatility, Add Quality
When seeking growth and income potential in times of volatility, there’s wisdom in adding quality companies to a portfolio. Watch this third video in our Focus Points series to see how we uncover quality, and why ROE, ROA and dividends are the keys. Presented by Jeff Weniger, Head of Equity Strategy at WisdomTree.
Jeff Weniger:
Hi, I’m Jeff Weniger, Head of Equity Strategy at WisdomTree. We believe Quality, as a factor, has and can continue to stand the test of time. Quality companies in a portfolio tend to add value, that is especially true in challenging times.
So how can you add the Quality factor to your portfolio?
Here’s how we approach it at WisdomTree. Our methodologies screen for two key profitability metrics: Return-on-Equity [ROE] and Return-on-Assets [ROA]. They reveal operational efficiency. Additionally, we focus on dividend payers – because we’ve seen the positive impact this can have on both performance and risk.
That’s a peek into our process, and it’s what many investors find compelling about our Quality focused ETFs, like the WisdomTree’s U.S. Quality Dividend Growth Fund (DGRW), WisdomTree U.S. LargeCap Dividend Fund (DLN) and WisdomTree International Quality Dividend Growth Fund (IQDG).
In these challenging times when investors want growth potential and income, but have to navigate inflation and elevated volatility, we believe there’s wisdom in adding quality.
To learn more visit WisdomTree.com/Quality or speak to your WisdomTree representative today.
