Factor Rotation to Capture U.S. Large Cap Returns after a Market Downturn

Summary Already Registered? Click here »

There are large disparities across factors within the U.S. Large Cap asset class, and factor rotation provides opportunities to capture return disparities. Nearly every portfolio has an allocation to U.S. Large Cap and we will discuss using a Large Cap Factor Rotation strategy to complement or replace an existing U.S. Large Cap allocation. Especially after a market downturn, a factor rotation strategy can be beneficial to help adapt to leading factors as they rebound rather than getting in these factors too soon. Using a systematic quantitative approach, a factor rotation strategy removes the emotion from the decision-making process. 

Participants will learn:

• How Factors Rotate During a Market Downturn and Rebound
• What “Opposite Side” Factors are and how they can impact investment portfolios
• What strategy can be used to come into or out of a specific factor
• How Factor Rotation is different from Factor Blending
• Introduction to the First Trust Lunt U.S. Factor Rotation ETF (FCTR)

Our presenters will be available to answer live questions during the webinar.

This webinar is for financial professionals only and is not open to the public.

Speakers

John Lunt
President
Lunt Capital Management, Inc.

John Lunt is the President and Founder of Lunt Capital Management, Inc. John has created a variety of dynamic and tactical investment strategies used by financial advisors around the country. He is a charter member of the ETF Strategists Roundtable and is a regular contributor at ETFTrends.com. John and Lunt Capital are featured as a case study in the book ETF Investment Strategies. John has visited 34 countries, and Lunt Capital’s Investment Trek featured meetings and reports with market, economic, and political leaders around the world. From 2001 to 2014, he served on the board of Utah Retirement Systems (URS), a multi-billion-dollar pension fund. John is currently the Chairman of the Investment Advisory Committee for the $10 billion Utah Educational Savings Plan (My529) and serves on the board of trustees for the $2 billion Utah School & Institutional Trust Funds Office. John completed the Program for Advanced Trustee Studies at Harvard Law School and finished a number of courses at the New York Institute of Finance on trading and portfolio management. He formerly worked on the Washington, D.C. staff of U.S. Senator Robert Bennett. John graduated Magna Cum Laude with University Honors from Brigham Young University with a degree in Economics, and he later received an MBA in Finance and International Business from New York University.

Patrick Wolf
Product Development Specialist
Nasdaq Global Information Services

Patrick Wolf is a Product Development Specialist for Nasdaq Global Information Services. He is responsible for the development of innovative, market-leading indexes, including the research and content generation necessary to support a successful index launch. He has played an integral role in the creation of smart beta indexes across a wide variety of asset classes, geographies, and product sponsors. A particular area of interest in Patrick’s research has been the construction of and tactical allocation across factor-based indexes.

Prior to joining Nasdaq, Patrick worked as a research analyst at Economists Incorporated. He earned his Bachelor of Arts in Economics with a minor in Spanish from Boston College.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.