Macquarie Asset Management today announced the launch of
Macquarie Focused Emerging Markets Equity ETF (EMEQ), which began
trading on the Nasdaq Stock Market today. The new exchange-traded
fund (ETF) is managed by the firm’s Emerging Markets Equity Team,
led by Liu-Er Chen, CFA. The experienced team, with $US8.3 billion
in assets under management, has applied its investment philosophy
consistently for more than two decades and believes that the
combination of secular growth opportunities, high-conviction stock
selection, and valuation discipline can provide the foundation for
strong long-term investment returns.
“By adding EMEQ to our platform, we’re excited to bring the
expertise of our Emerging Markets Equity Team to the ETF market,”
said Anthony Caruso, Head of ETF Strategy, Macquarie Asset
Management. “This new offering also addresses the growing investor
demand for fundamental, active solutions in a more nascent category
within the ETF market.”
The actively managed portfolio of 35-60 stocks seeks to invest
in competitively advantaged companies that are well positioned to
capture long-term secular growth opportunities in emerging markets.
“The approach is grounded in bottom-up, fundamental analysis of
individual companies, placed in the context of evolving secular
trends in the global economy,” said Linda Bakhshian, Deputy Chief
Investment Officer of Equities & Multi-Asset, Macquarie Asset
Management. “We believe the team’s time-tested investment approach,
which analyzes structural changes to identify companies that are
well positioned across the value chain, can generate superior
returns for our investors.”
In November 2023, Macquarie Asset Management launched its first
three active ETFs in the US – Macquarie Global Listed
Infrastructure ETF (BILD), Macquarie Energy Transition ETF (PWER),
and Macquarie Tax-Free USA Short Term ETF (STAX) – followed by
Macquarie Focused Large Growth ETF (LRGG), the firm’s fourth ETF,
in May 2024.
To learn more about Macquarie Asset Management’s global ETF
platform, click here.
About Macquarie Asset Management
Macquarie Asset Management is a global asset manager, integrated
across public and private markets. Trusted by institutions,
governments, foundations and individuals to manage approximately
$US610 billion in assets, we provide a diverse range of investment
solutions including real assets, real estate, credit and equities
& multi-asset.
Macquarie Asset Management is part of Macquarie Group, a
diversified financial group providing clients with asset
management, finance, banking, advisory, and risk and capital
solutions across debt, equity and commodities. Founded in 1969,
Macquarie Group employs approximately 20,600+ in 34 markets and is
listed on the Australian Securities Exchange.
Disclosures
All figures as of June 30, 2024.
Investing in any exchange-traded fund involves the risk that
you may lose part or all of the money you invest.
Carefully consider the Fund's investment objectives, risk
factors, and charges and expenses before investing. This and other
information can be found in the Fund's prospectus or the summary
prospectus, which may be obtained by visiting the Macquarie ETF
Trust website at etf.macquarie.com or calling 844 469-9911. Read
the prospectus carefully before investing.
The Macquarie ETF Trust Funds are distributed by Foreside
Financial Services, LLC. Foreside Financial Services, LLC is not
affiliated with any Macquarie entity, including Macquarie Asset
Management and Delaware Distributors, L.P.
Investing in any exchange-traded fund involves the risk that
you may lose part or all of the money you invest. Over time,
the value of your investment in the Fund will increase and decrease
according to changes in the value of the securities in the Fund’s
portfolio. An investment in the Fund may not be appropriate for all
investors. The Fund’s principal risks include but are not limited
to the following:
Market risk is the risk that all or a majority of the securities
in a certain market - such as the stock or bond market - will
decline in value because of factors such as adverse political or
economic conditions, future expectations, investor confidence, or
heavy institutional selling.
Foreign and emerging markets risk is the risk that international
investing (particularly in emerging markets) may be adversely
affected by political instability; changes in currency exchange
rates; inefficient markets and higher transaction costs; foreign
economic conditions; the imposition of economic or trade sanctions;
or inadequate or different regulatory and accounting standards. The
risk associated with international investing will be greater in
emerging markets than in more developed foreign markets because,
among other things, emerging markets may have less stable political
and economic environments. In addition, there often is
substantially less publicly available information about issuers and
such information tends to be of a lesser quality. Economic markets
and structures tend to be less mature and diverse and the
securities markets may also be smaller, less liquid, and subject to
greater price volatility.
Company size risk is the risk that investments in small- and/or
medium-sized companies may be more volatile than those of larger
companies because of limited financial resources or dependence on
narrow product lines.
Liquidity risk is the possibility that investments cannot be
readily sold within seven calendar days at approximately the price
at which a fund has valued them.
Industry and sector risk is the risk that the value of
securities in a particular industry or sector (such as the
infrastructure industry) will decline because of changing
expectations for the performance of that industry or sector.
Government and regulatory risk is the risk that governments or
regulatory authorities may take actions that could adversely affect
various sectors of the securities markets and affect fund
performance.
Geographic focus risk is the risk that local political and
economic conditions could adversely affect the performance of a
fund investing a substantial amount of assets in securities of
issuers located in a single country or a limited number of
countries. Adverse events in any one country within the
Asia-Pacific region may impact the other countries in the region or
Asia as a whole. As a result, adverse events in the region will
generally have a greater effect on the Fund than if the Fund were
more geographically diversified, which could result in greater
volatility in the Fund’s net asset value and losses. Markets in the
greater China region can experience significant volatility due to
social, economic, regulatory, and political uncertainties.
Limited number of securities risk is the possibility that a
single security’s increase or decrease in value may have a greater
impact on a fund’s value and total return because the fund may hold
larger positions in fewer securities than other funds. In addition,
a fund that holds a limited number of securities may be more
volatile than those funds that hold a greater number of
securities.
Growth stocks reflect projections of future earnings and
revenue. These prices may rise or fall dramatically depending on
whether those projections are met. These companies’ stock prices
may be more volatile, particularly over the short term.
A nondiversified fund has the flexibility to invest as much as
50% of its assets in as few as two issuers with no single issuer
accounting for more than 25% of the fund. The remaining 50% of its
assets must be diversified so that no more than 5% of its assets
are invested in the securities of a single issuer. Because a
nondiversified fund may invest its assets in fewer issuers, the
value of its shares may increase or decrease more rapidly than if
it were fully diversified.
Nothing presented should be construed as a recommendation to
purchase or sell any security or follow any investment technique or
strategy.
All third-party marks cited are the property of their respective
owners.
Not FDIC Insured • No Bank Guarantee • May Lose Value
Macquarie Asset Management (MAM) is the asset management
division of Macquarie Group. MAM is an integrated asset manager
across public and private markets offering a diverse range of
capabilities, including real assets, real estate, credit, equities
and multi-asset solutions. Macquarie Group refers to Macquarie
Group Limited and its subsidiaries and affiliates worldwide.
Macquarie ETF Trust Funds refers to certain exchange-traded fund
investment solutions that MAM offers and or advises. Investment
advisory services are provided to the Macquarie ETF Trust Funds by
Delaware Management Company, a series of Macquarie Investment
Management Business Trust (MIMBT), a Securities and Exchange
Commission (SEC) registered investment adviser. The Macquarie ETF
Trust funds are distributed by Foreside Financial Services, LLC, a
registered broker/dealer and member of the Financial Industry
Regulatory Authority (FINRA).
Other than Macquarie Bank Limited ABN 46 008 583 542
(“Macquarie Bank”), any Macquarie Group entity noted in this
document is not an authorized deposit-taking institution for the
purposes of the Banking Act 1959 (Commonwealth of Australia). The
obligations of these other Macquarie Group entities do not
represent deposits or other liabilities of Macquarie Bank.
Macquarie Bank does not guarantee or otherwise provide assurance in
respect of the obligations of these other Macquarie Group entities.
In addition, if this document relates to an investment, (a) the
investor is subject to investment risk including possible delays in
repayment and loss of income and principal invested and (b) none of
Macquarie Bank or any other Macquarie Group entity guarantees any
particular rate of return on or the performance of the investment,
nor do they guarantee repayment of capital in respect of the
investment.
© 2024 Macquarie Management Holdings, Inc.
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version on businesswire.com: https://www.businesswire.com/news/home/20240905588478/en/
Lee Lubarsky lee.lubarsky@macquarie.com +1-347-302-3000
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