Consumers know a quality product when they see it, and the same concept holds true for investors. Higher-quality companies have the potential to add value across market cycles, and especially during times of economic stress and volatility.
As markets respond to a rapidly changing macro environment, we believe focusing on quality businesses can help investors avoid some of the pitfalls associated with other factors. By focusing on dividend payers that also exhibit higher levels of return on equity (ROE) and return on assets (ROA), we believe we can identify high-quality companies with the potential to grow their dividends over time.
For growth-oriented investors, focusing on quality is paramount. Historically, companies with higher operating profitability tended to outperform lower quality stocks with lower volatility. When combined with trailing and forward-looking measures of growth, we believe we can create a higher conviction growth composite.
In this segment of Nasdaq’s Just for Funds, Head of Equity Strategy, Jeff Weniger joins Nasdaq host Danielle Rutsky to discuss the WisdomTree U.S. Quality Dividend Growth Fund, DGRW. Jeff covers how DGRW’s focus on quality fundamentals and long-term dividend growth potential makes it a compelling core equity holding in today’s market environment.
History shows that companies with strong growth and profitability metrics can benefit investors in times of volatility. Watch the video to see how our suite of Quality Growth funds leverages this strategy across large, mid and small cap exposures.
Global CIO, Jeremy Schwartz joins Asset TV Host, Gillian Kemmerer to discuss the WisdomTree U.S. Quality Growth Fund, QGRW, including:
Walmart may soon enter the Nasdaq 100, but not because it’s growing fast. Matt Wagner outlines the December rebalance of WisdomTree’s U.S. Quality Growth Index and contrasts it with indexes that overlook fundamentals like growth and profitability.
Timing growth vs. value cycles is tough, and missing either can cost returns. Lonnie S. Jacobs analyzes how a 50/50 blend of QGRW and WTV offers performance resilience across shifting macro environments.
The WisdomTree Global ex-U.S. Quality Growth Fund (DNL) will remove its dividend requirement in its upcoming rebalance. Matt Wagner details the methodology enhancements designed to more effectively target global quality growth companies.
This model portfolio seeks to provide capital appreciation and high current income by investing in a globally diversified set of dividend and yield-oriented equity ETFs. The model strives to deliver current yield in excess of a global benchmark of equities.
All-in-one multi-asset portfolios designed to maximize current income in a risk-controlled manner. These strategies provide diversified exposure to equity, fixed income, and other asset class ETFs—all of which are focused on current income or yield generation.
