Oakmark U.S. Large Cap ETF (OAKM)
Short Interest in Oakmark U.S. Large Cap ETF (NYSEARCA:OAKM) Increases By 255.0%
Oakmark U.S. Large Cap ETF (NYSEARCA:OAKM - Get Free Report) saw a significant growth in short interest in March. As of March 13th, there was short interest totaling 72,421 shares, a growth of 255.0% from the February 26th total of 20,399 shares. Approximately 0.2% of the company's stock are short sold. Based on an average
Short Interest in Oakmark U.S. Large Cap ETF (NYSEARCA:OAKM) Expands By 51.7%
Oakmark U.S. Large Cap ETF (NYSEARCA:OAKM - Get Free Report) saw a significant increase in short interest during the month of February. As of February 27th, there was short interest totaling 20,399 shares, an increase of 51.7% from the February 12th total of 13,447 shares. Based on an average daily trading volume, of 170,244 shares,
OAKM: Actively Managed Value ETF Following A Questionable Strategy
Oakmark US Large Cap ETF is an actively managed large-cap value ETF led by three experienced investment professionals. Its expense ratio is 0.59%, and the fund has $1.08B in assets under management. OAKM trades at an attractive 13.42x forward earnings and 2.11x trailing book value. With double-digit EPS growth forecasted for next year, it could be an excellent GARP play. However, this analysis highlights how OAKM's selections also have weak earnings surprises, earnings revisions, and quality relative to its two benchmarks.
Think Stocks Are Expensive? Top-Performing Fund Manager Bill Nygren Says This Is Where to Look For Great Investment Opportunities
Since reaching the bear market bottom in October 2022, the S&P 500 has been on an absolute tear. It produced a total return of 26% in 2023, just to follow it up with a 25% return in 2024.
Nick Elward Discusses Active ETFs, Value Opportunities at Exchange
VettaFi's ongoing Exchange conference has brought advisors and financial experts together to discuss some of the best strategies to navigate the market.
OAKM: Quality And Value Heavy Large-Cap ETF, Worth Monitoring
OAKM relies on the concept of intrinsic value to calibrate a large-cap portfolio that will be capable of delivering "long-term capital appreciation." Incepted in December 2024, OAKM has had a racy start as it has outsmarted IVV and a few value-heavy peers. OAKM's portfolio features only 35 equities, mostly financials, with a 5.5% adjusted weighted-average EY. Its quality is mostly robust, while growth is bleak without question.
Explore the Valuation Gaps in the S&P 500
Even with the end of the year fast approaching, investors still have time to fine-tune their equity portfolios for 2025. Many equity investors would likely agree that sticking to mega-cap tech names in the Magnificent Seven paid off well this year.
Institutional Investors Bet on Active ETFs for 2025
2024 was certainly a great year for active management, but 2025 could be an even stronger year for active ETFs. The recently released 2025 Natixis Institutional Outlook Survey examined what institutional investors are expecting for next year's market.
Explore the Advantages of Large-Cap Value ETFs
Large-cap equities remained a persistently valuable theme in 2024, and their strength may very well persist heading into 2025. As such, investors may wish to build up some additional large-cap exposure in their portfolio.
Oakmark's New ETF Offers Large-Cap Expertise
On Tuesday, the Oakmark U.S. Large Cap ETF (OAKM) launched on the New York Stock Exchange. The fund aims to offer long-term capital appreciation to its investors.