The long term potential of dividend growth

Wednesday, December 4th, 2019
11:00am – 12:00pm est

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Event Details:

The long term potential of dividend growth
Wednesday, December 4th, 2019
11:00am – 12:00pm est

KLCD and KSCD were created to utilize several factors and optimal investment approaches. The ETFs offer a unique exposure to both quality and momentum investment factors.

  • Overview of KFA Small Cap Quality Dividend Index ETF (KSCD) and KFA Large Cap Quality Dividend Index ETF (KLCD) and how they can be incorporated into a portfolio.

  • Dividend growth offers a strong quality characteristic. “The ability for a firm to continuously increase dividends shows financial confidence, exhibiting a greater ability to generate consistently positive and growing earnings. Additionally, these firms’ balance sheets are typically more conservative and in sound position. These quality characteristics in an investment can indicate less volatility on a relative basis” ⁱ. Additionally, Dividend Growth stocks have historically outperformed other stocks with less volatilityⁱ.

  • Regarding the momentum factor, KLCD and KSCD offer exposure to price-based momentum. The ETFs follow systematic strategies, choosing investments that exhibit relative price strength versus peers. Over the long-run, price momentum has proven to be a strong indicator for making investment allocations from a risk, return and behavioral perspectiveⁱⁱ.

  • Additionally, the ETFs are equal weighted. “Equal weight indexes have been known to outperform when compared to market capitalization weight indexes. An equal weight index allows for an investor to inherently participate in a buy-low sell-high strategy, but it also offers broad diversification by avoiding concentration in the largest companies” ⁱⁱⁱ.

For the last decade, Mr. Sorenson has been focused on innovative strategies for enhancing and accelerating the traditional investment landscape. He has developed several proprietary quantitative strategies that combine behavioral, fundamental and technical analysis for a truly holistic market view.

Proficient in a variety of areas, Mr. Sorenson’s work across WealthShield is diverse and broad-reaching. He oversees the development and maintenance of all asset allocation models for WealthShield. The purpose of his strategies is to equip advisors to successfully mitigate risk while attempting to maximize value over the long term.

In addition to his work at WealthShield, Mr. Sorenson is also a contributor to industry literature, providing content and insights to platforms including Forbes, Seeking Alpha, and The Resilient Advisor Podcast. He was recognized in 2018 as one of 40 financial professionals selected for the InvestmentNews 2018 40 Under 40 List.

The KraneShares ETFs are distributed by SEI Investments Distribution Company (SIDCO), 1 Freedom Valley Drive, Oaks, PA 19456, which is not affiliated with Krane Funds Advisors, LLC, the Investment Adviser for the Fund. Additional information about SIDCO is available on FINRA’s BrokerCheck. r_sei