AGF U.S. Market Neutral Anti-Beta Fund (BTAL) — ()

Key Metrics

 

News

BTAL: Unconvincing Long-Short ETF

Published: by:
Sentiment: Neutral ()

AGF U.S. Market Neutral Anti-Beta Fund (BTAL) is long in 200 low-beta stocks and short in 200 high-beta stocks. BTAL has value characteristics and low company risk, but its track …

Read More
image for news BTAL: Unconvincing Long-Short ETF
BTAL: A Smart, Yet Controversial Hedge To The S&P 500

Published: by:
Sentiment: Neutral ()

BTAL offers a market-neutral strategy by going long low-beta and short high-beta U.S. stocks, providing S&P 500 hedging. The ETF plays the low vs. high beta spread, offering stronger short-term …

Read More
image for news BTAL: A Smart, Yet Controversial Hedge To The S&P 500
BTAL: Can Generate Positive Returns Even In A Recession

Published: by:
Sentiment: Positive ()

BTAL is a market neutral ETF that profits from the spread between low and high beta stocks, ideal for hedging in volatile markets. The fund is long low beta stocks …

Read More
image for news BTAL: Can Generate Positive Returns Even In A Recession

About AGF U.S. Market Neutral Anti-Beta Fund BTAL

The fund will invest primarily in long positions in low beta U.S. equities and short positions in high beta U.S. equities on a dollar neutral basis, within sectors. It will construct a dollar neutral portfolio of long and short positions of U.S. equities by investing primarily in the constituent securities of the Dow Jones U.S. Thematic Market Neutral Low Beta Index in approximately the same weight as they appear in the index. The universe for the index is comprised of the top 1,000 eligible securities by market capitalization, including REITs.