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Join us for "Stay Fully Invested with WBI's Power Factor Series" Webinar

Updated: May 16

On November 27th 2023 at 11:00 AM EST, our team at WBI will be hosting a webinar discussing our Power Factor SMA Series. The Power Factor series of strategies use proprietary investment technology that combines quantitative fundamental analysis and a rules-based process to actively manage assets by identifying and investing in stocks with strong fundamentals. These fully invested strategies have a focus on maximizing returns during bull markets. These strategies include:


  1. All Cap Rising Dividend: This portfolio includes stocks of companies across all market capitalizations, including large-cap, mid-cap, and small-cap, that have a track record of increasing their dividends over time. This strategy seeks to invest in companies that have a history of stable and growing dividend payouts, indicating financial stability and potential for future growth.

  2. SMID Rising Dividend: The portfolio includes stocks of companies across small and mid market capitalizations, that have a track record of increasing their dividends over time. This strategy seeks to invest in companies that have a history of stable and growing dividend payouts, indicating financial stability and potential for future growth.

  3. All Cap High Dividend: The portfolio includes dividend-paying stocks across all market capitalizations, including large-cap, mid-cap, and small-cap companies. The portfolio typically seeks to select stocks with high dividend yields, which can provide investors with a steady stream of income.

  4. Growth and Quality: The portfolio focuses on investing in large-cap stocks of companies that are expected to experience above-average growth in earnings and revenues, and have high-quality fundamentals.

  5. Growth and Momentum: The portfolio focuses on investing in large-cap stocks of companies that demonstrate strong financial performance and upward price trends, typically driven by rapid earnings growth and positive market sentiment.


Don't miss out on the opportunity to gain valuable insights into our Power Factor SMA Series. Discover how the strategies use our proprietary investment technology to actively manages assets, leveraging quantitative fundamental analysis and a rules-based approach in an effort to maximize returns during bull markets. RSVP now for our Power Factor SMA Series webinar with the link below.



Want to learn more about WBI? Check out our website.




This event is intended for financial professionals only.


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Unless otherwise indicated all performance is sourced from Bloomberg.

Disclosure

The views presented are those of the authors and webinar or podcast hosts/participants, and should not be construed as investment advice. The authors, podcast participants, webinar hosts, or clients of WBI Investments, LLC (WBI) may own stock discussed in these insights. WBl is an investment adviser in New Jersey. WBl is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. WBl only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of WBI's current written disclosure brochure filed with the SEC which discusses among other things, WBI's business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. This site contains links to third-party websites. WBl does not endorse, approve, certify, or control these websites and does not assume responsibility for the accuracy, completeness, or timeliness of the information located there. Your access to and use of such websites is governed by the terms of use and privacy policies of those sites, and shall be at your own risk. WBI disclaims responsibility for the privacy policies and customer information practices of third-party internet websites.

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