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Interview with Zacks Investment Research – Christopher Huemmer to Discuss the Zacks Small Cap Index
“We see Small Caps Performing Well in the Upcoming Terms”
About Zacks Investment Research:
Zacks Investment Research is a Chicago based firm with over 24 years of
experience in providing institutional and individual investors with the
analytical tools and financial information necessary to the success of their
investment process.
Zacks Small Cap Index™
Zacks is a pioneer in the development of a new type of index, which we call
a “semi-active” index and whose constituents are selected based on merit.
Over the past ten years the Zacks Small Cap Index produced significant
excess returns compared to all three widely-recognized passive small cap
indices. The objective of the Zacks Small Cap Index is to outperform active
small cap managers and passive small cap benchmarks.
The Zacks Small Cap Index contains 250 equally weighted, liquid, small cap
stocks. A proprietary quantitative methodology generates alpha by selecting
stocks that have reported strong earnings surprises. Strict risk controls
ensure that the broad sector exposure of the Zacks Small Cap Index remains
in-line with the sector exposure of the equally weighted small cap universe.
The Zacks Small Cap Index is a strategic index. It is not designed to
replicate the market or indicate how the average small cap stock performed.
Rather, the Zacks Small Cap Index emphasizes constituent selection. The
Zacks Small Cap Index is rebalanced quarterly, but index constituents are
reviewed weekly for possible dilution or deletion from the index.
For additional information:
http://www.zacks.com/smallcap/
Christopher Huemmer, CFA, Vice President of Index Strategies, Zacks
Investment Research
Christopher is responsible for ETF and UIT development at Zacks Investment
Research, Inc. He has over 6 years of investment research and product
development experience. Mr. Huemmer received a B.S. in Economics from
Cornell University.
"For Disclosure policies:
Please read our disclaimer."
Safe Harbor Statement: Matters discussed in these presentations contain
forward-looking statements within the meaning of the Private Securities
Litigation Reform Act of 1995. When used in these presentations the words
"anticipate," "believe," "estimate," "may," "intend," "expect" and similar
expressions identify such forward-looking statements. Actual results,
performance or achievements could differ materially from those contemplated,
expressed or implied by the forward-looking statements contained herein.
These forward-looking statements are based largely on the expectations of
the Company, and are subject to a number of risks and uncertainties. These
include, but are not limited to, risks and uncertainties associated with:
the impact of economic, competitive and other factors affecting the Company
and its operations, markets, product, and distributor performance, the
impact on the national and local economies resulting from terrorist actions,
and U.S. actions subsequently; and other factors detailed in reports filed
by the Company.
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