Got MOAT? A look inside the MOAT ETF with VanEck's Damon Gosen
This episode of The Australian Investors Podcast features Damon Gosen from VanEck Australia. In this shorter episode, Owen Rask and Damon talk about the VanEck Vectors Morningstar Wide Moat ETF (ASX: MOAT) or "MOAT" for short.
In short, the MOAT ETF takes Morningstar's analyst MOAT ratings (no moat, narrow, wide) and combines it with analyst valuations to create a portfolio of the most undervalued US companies with defensive business models.
Owen and Damon discuss:
- What are MOATs?
- How we measure a business moat
- Where are wide-moat companies found?
- Valuations & moats
- MOAT versus traditional quality or multi-factor modelling
- Portfolio construction & why companies get booted from the MOAT ETF
Learn more on Best ETFs: https://www.bestetfs.com.au/report/etf/moat/
Get in contact with Damon: https://www.vaneck.com.au/etf/equity/moat/snapshot/?utm_source=RASK
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Recorded: July 2nd, 2021
More episodes & Owen's research: https://bit.ly/raskresearch
Disclosure: at the time of recording, Owen owns shares/units in MOAT. Keep in mind Damon works for VanEck -- the company responsible for the MOAT ETF. Please consider our potential conflicts of interest. Just so you know, neither Owen nor The Rask Group Pty Ltd received any compensation or fees for this podcast interview.
INFORMATION WARNING
Please note: We'll do our best to disclosure investment positions during the podcast but please note that it might not always be possible, so consider that Owen or guests appearing on the show may have an interest in some of the shares mentioned. In short, always consider the risks of investing and read the Product Disclosure Statement (PDS) before making a decision.
This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. You can view our Financial Services Guide (FSG) on the www.rask.com.au/fsg webpage. The information/advice in this podcast does not take into account your needs, goals or objectives, so speak with a licensed and trusted financial adviser before acting on it. Any performance metrics cited in this podcast should be considered hypothetical as the performance may not be accurate at the date you listen to the episode. Past performance is not indicative of future performance.
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