AESR: Unconvincing Tactical ETF

(5min)

Summary

  • Anfield U.S. Equity Sector Rotation ETF is a tactical allocation ETF overweighting and underweighting sectors with a proprietary methodology based on economic and market data.
  • AESR is currently focused on communication services, with significant exposure in technology and consumer discretionary.
  • Since its inception, AESR has underperformed the S&P 500 but outperformed other tactical ETFs, with similar risk levels to the S&P 500.
  • AESR's track record is too short to assess the long-term potential of the strategy, but for now, it doesn’t justify paying the 1.18% expense ratio.
  • Quantitative Risk & Value members get exclusive access to our real-world portfolio. See all our investments here »
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AESR strategy

Anfield U.S. Equity Sector Rotation ETF (BATS:AESR) is an actively managed ETF launched on 12/16/2019. AESR has 28 holdings and a total expense ratio of 1.18%. As described by Regents Park Funds,

The Sub-Adviser uses proprietary methods to

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This article was written by

15.98K Followers

Fred Piard, PhD. is a quantitative analyst and IT professional with over 30 years of experience working in technology. He is the author of three books and has been investing in data-driven systematic strategies since 2010.

Fred runs the investing group Quantitative Risk & Value where he shares a portfolio invested in quality dividend stocks, and companies at the forefront of tech innovation. Fred also supplies market risk indicators, a real estate strategy, a bond strategy, and an income strategy in closed-end funds. Learn more.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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About AESR ETF

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