Managed Portfolio Series (LCR)

ETF Managed Portfolio Series Overview

Profile: ETF Managed Portfolio Series is a suite of actively managed exchange-traded funds (ETFs) offered by AdvisorShares. These ETFs focus on various investment themes, including market segments, alternative strategies, and specific investment objectives. Each ETF in the series employs a unique investment strategy tailored to its specific theme.

Objective: The primary investment goal of ETF Managed Portfolio Series is to provide investors with access to actively managed investment strategies. This allows investors to benefit from the expertise of experienced portfolio managers while maintaining the diversification and liquidity benefits of ETFs.

Issuer: AdvisorShares is a US-based investment management firm founded in 2009. AdvisorShares specializes in actively managed ETFs and has a reputation for innovation and providing access to unique investment strategies.

Reputation and Reliability: AdvisorShares has a solid reputation in the ETF industry. They have won numerous awards for their innovative ETF products and have a track record of delivering strong returns for investors.

Management: The ETF Managed Portfolio Series is managed by a team of experienced portfolio managers with expertise in various asset classes and investment strategies. The team has a proven ability to generate alpha and outperform their benchmarks.

Market Share: While AdvisorShares is not the largest ETF issuer, it has a significant presence in the actively managed ETF space. The exact market share for ETF Managed Portfolio Series is not readily available, but it is likely a smaller portion of the overall ETF market.

Total Net Assets: The total net assets under management for ETF Managed Portfolio Series are not readily available. However, individual ETFs within the series range from a few million to several hundred million dollars in assets.

Moat: The competitive advantage of ETF Managed Portfolio Series lies in its unique and actively managed investment strategies. The ETFs in the series offer investors access to a variety of niche markets and investment themes that are not readily available through traditional passive ETFs.

Financial Performance: The historical financial performance of ETF Managed Portfolio Series varies depending on the specific ETF. However, many of the ETFs have outperformed their benchmarks over different time periods. It is important to note that past performance is not indicative of future results.

Growth Trajectory: The actively managed ETF market is growing rapidly, and ETF Managed Portfolio Series is well-positioned to benefit from this trend. The series offers investors a compelling alternative to traditional passive ETFs and provides access to unique investment opportunities.

Liquidity: The liquidity of ETF Managed Portfolio Series varies depending on the specific ETF. However, most of the ETFs have average trading volumes and bid-ask spreads that are comparable to other actively managed ETFs.

Market Dynamics: The market environment for ETF Managed Portfolio Series is influenced by various factors, including economic indicators, sector growth prospects, and current market conditions. Investors should consider these factors when evaluating the potential risks and rewards of investing in these ETFs.

Competitors: Key competitors in the actively managed ETF space include ARK Investment Management, Global X ETFs, and VanEck. These companies offer a variety of actively managed ETFs with different investment themes and strategies.

Expense Ratio: The expense ratios for ETF Managed Portfolio Series vary depending on the specific ETF. However, the expense ratios are generally higher than those of traditional passive ETFs. Investors should consider the expense ratio when evaluating the overall cost of investing in these ETFs.

Investment Approach and Strategy: The investment approach and strategy of ETF Managed Portfolio Series varies depending on the specific ETF. Some ETFs track specific market segments, while others employ alternative investment strategies or focus on specific investment objectives. Investors should carefully review the investment objectives and strategies of each ETF before investing.

Key Points:

• Actively managed ETFs offering access to unique investment strategies.
• Strong track record of outperforming benchmarks.
• Experienced portfolio management team.
• Growing market for actively managed ETFs.
• Higher expense ratios compared to passive ETFs.

Risks:

• Volatility: Actively managed ETFs are generally more volatile than passive ETFs.
• Market risk: The value of the underlying assets can fluctuate, leading to losses.
• Management risk: The performance of the ETFs depends on the skill of the portfolio managers.

Who Should Consider Investing: Investors who are looking for access to unique investment strategies, are comfortable with higher volatility, and are willing to pay higher expense ratios may consider investing in ETF Managed Portfolio Series.

Fundamental Rating Based on AI: 7/10

Justification: ETF Managed Portfolio Series offers investors access to unique investment strategies and a strong track record of outperforming benchmarks. The series is well-positioned to benefit from the growing market for actively managed ETFs. However, the higher expense ratios and potential for increased volatility may be a concern for some investors.

Resources and Disclaimers:

• AdvisorShares website: https://advisorshares.com/etf-managed-portfolio-series/
• ETF Database: https://etfdb.com/
• Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a financial professional before making any investment decisions.