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Finding the Insider Advantage with SURE
ADVISORSHARES
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Corporate insider buying and share buyback programs can demonstrate that top managers and executives at a company ("corporate insiders") see relative value in their firm’s stock.
Additionally, these actions may create favorable shareholder market conditions through the reduction of publicly available shares ("float shrink").
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Buybacks have almost tripled in value (+182%) over the last decade. In comparison, dividends have only increased 54% over the same period.*
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Companies have announced $173.5 billion worth of planned buybacks so far this year, just over double last year's pace.**
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This year will likely be the first with at least $1 trillion in completed S&P 500 company buybacks.***
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Investing in companies experiencing heavy insider buying or sponsoring share buybacks may be a way to add undervalued stocks to a portfolio.
However, it is important to make certain these actions are truly shareholder friendly and not used to mask poor company fundamentals or influence earnings.
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| The AdvisorShares Insider Advantage ETF (SURE) seeks to invest in the equities of companies reducing their public equity float through; well-executed stock buyback programs and corporate insider buying. |
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When selecting stocks, SURE employs a comprehensive, multi-factor process to target companies reducing their float prudently; demonstrating profitability; not increasing leverage; and paying dividends.
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Why Invest in SURE?
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Investing with Corporate Insiders – Buyback programs or insider buying can be a bullish signal that the stock is underpriced by the market.
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Conscientious Float Reduction – Investing solely in stock buybacks can be problematic. SURE seeks firms reducing their float in a well-implemented manner.
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Disciplined Growth – A quantitative, actively managed, equal weight investment strategy focused on long-term growth.
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We Know Your Time Is Valuable
We Are Here for You
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to an ADVISORSHARES Portfolio Manager or Investment Consultant.
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An Investment Consultant can be reached at 1.877.843.3831 to discuss our actively managed ETF offerings.
We are able to assist with special order handling to ensure that you receive the best trading execution.
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* Source: Janus Henderson Global Dividend Index, May2023; as of 12/31/2022.
** Source: EPFR TrimTabs; as of 2/6/2023.
*** Source: Howard Silverblatt at S&P Dow Jones Indices.
On September 1, 2022, the AdvisorShares Doubleline Value Equity ETF (the "Predecessor Fund') was renamed the AdvisorShares Insider Advantage ETF. The Predecessor Fund had different portfolio managers and investment strategy than the AdvisorShares Insider Advantage ETF.
A buyback occurs when a company repurchases its own shares from the marketplace, reducing the number of shares outstanding.
Insider buying is the legal purchase of shares in a firm by a corporate insider that is not based on non-public, material information and follows the U.S. Securities and Exchange Commission’s rules and reporting requirements.
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– For Institutional Investors Use Only. Not For Use with the Retail Public. –
Before investing you should carefully consider the Fund’s investment objectives, risks, charges and expenses. This and other information is in the prospectus, a copy of which may be obtained by visiting the Fund’s website at www.AdvisorShares.com. Please read the prospectus carefully before you invest. Foreside Fund Services, LLC, distributor.
The Fund’s investment focus follows a core philosophy that corporate insiders know their companies best. The Advisor believes that insider buying and stock buyback programs not only show that corporate insiders see relative value in investing in their own company’s equity securities, but also create favorable market conditions by reducing public equity float (i.e., the share supply available to investors on the public secondary market). The Advisor allocates the Fund’s portfolio using research from a disciplined and quantitative proprietary model, the U.S. Insiders Edge Model, developed by Qubed Capital, LLC. In utilizing the model, the Advisor seeks to remove emotion from day-to-day decision-making by following a systematic process.
The Fund is an actively-managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective by primarily investing in a portfolio of U.S. traded companies selected from a universe of the largest 3,000 U.S. equity securities based on market capitalization. When models and data prove to be incorrect or incomplete, any decisions made in reliance thereon expose the Fund to potential risks. In addition, the use of predictive models has inherent risk.
ThurEmail20230309
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