Manager Directed Portfolios - iM DBi Managed Futures Strategy ETF

DBMF aims to emulate the performance of a group of CTA hedge funds. The funds model allocates weights to derivatives selected by the funds active managers.

The DBMF ETF has a low expense ratio (0.85%) and has outperformed peers with 7.5% annualized returns since inception, despite periodic blow-ups. Managed Futures strategy offers portfolio diversification, but DBMF's 'Dynamic Beta Engine' can suffer during volatile markets due to its reactionary lag. Looking forward, I am concerned about increased market volatility under President Trump, as he is set to impose significant tariffs on America's trading partners.

DBMF: Revisiting With Fresh Eyes

Alternatives continue to garner interest and portfolio allocations as investors look beyond stocks and bonds in ongoing volatility. Managed futures, once relegated to a somewhat niche corner of the options and liquid alts market, now enjoy greater investor uptake through ETFs like the iMGP DBi Managed Futures Strategy ETF (DBMF).

5 Years Later, DBMF Proves Value of Managed Futures

DBMF ETF has experienced a significant drawdown, losing over 10% since July 1st, wiping out most YTD gains. I believe DBMF's strategy is flawed because it uses backward-looking regression analysis that leads to crowded macro trades prone to blow-up. DBMF ETF currently has a positive correlation with equities and may not provide the portfolio diversification benefits of other CTA funds.

DBMF: Escalator Up, Elevator Down

LOS ANGELES & NEW YORK--(BUSINESS WIRE)--iM Global Partner (iMGP) is proud to announce that the iMGP DBi Managed Futures Strategy ETF (DBMF) has received an overall 5-Star Morningstar ratingTM out of 67 funds in the Morningstar US ETF Systematic Trend category as of June 30, 2024, coinciding with its 5th year anniversary. Morningstar's rating system evaluates funds based on their risk-adjusted returns relative to similar funds. ETFs that rank in the top 10% of their category peers receive a 5-s.

iM Global Partner's DBi Managed Futures Strategy ETF (DBMF) Earns Overall 5-Star Morningstar Rating™

Aptus Drawdown Managed Equity ETF 

Simplify Hedged Equity ETF

Invesco S&P 500 Downside Hedge ETF

Global X NASDAQ 100 Covered Call ETF

Volatility has risen in recent weeks amid the tech sell-off and upcoming elections. Investors should apply some hedging techniques to their equity portfolio to reduce the overall volatility or protect against significant market downturns.

5 ETFs to Bet On Amid Tech-Driven Market Sell-Off

Fidelity Investments has been winning more revenue-sharing agreements with managers of exchange-traded funds after its fee policy for the booming sector created an industry stir.

Fidelity is winning ETF revenue-sharing deals after its service fee shook the booming industry

Ionic Inflation Protection ETF

Simplify Managed Futures Strategy ETF

Hello! This week's ETF Wrap shines the light on some fund strategies that stood out for posting gains even as markets broadly sold off Wednesday on inflation fears.

Inflation is ‘thorn' in market's side — but these ETFs rose even as stocks, bonds fell

The iMGP DBi Managed Futures Strategy ETF is a complex exchange-traded fund that aims to replicate the performance of managed futures hedge funds. The fund takes long or short positions across equities, fixed income, currencies, and commodities, making its risk factors constantly changing and opaque. Despite its complexity, the fund has shown strong performance and low correlation to traditional asset classes, making it an ideal portfolio diversifier, especially for a 401k account.

DBMF: A Trend Following Hedge Fund In An ETF Format

Franklin Liberty High Yield Corporate ETF

SPDR Gold Trust

Natixis Gateway Quality Income ETF

Invesco S&P International Developed Momentum ETF

JPMorgan Equity Premium Income ETF

Neos S&P 500 High Income ETF

WisdomTree Managed Futures Strategy Fund

Bull vs. Bear is a weekly feature where the VettaFi writers' room takes opposite sides to debate controversial stocks, strategies, or market ideas — with plenty of discussion of ETF ideas to play either angle. For this edition of Bull vs.

Bull vs Bear: Do Alts Still Have a Place in 2024?

First Trust Morningstar Managed Futures Strategy Fund

Global X Russell 2000 Covered Call ETF

Market volatility has returned this year on fading bets over interest rate cuts, with the CBOE Volatility Index, also known as fear gauge, rising to a two-month high.

Hedge Market Volatility With These ETFs

With 2024 being a presidential election year, it may spark notions of heavy volatility. But a study by U.S. Bank investment strategists point to the contrary.

Managed Futures Can Benefit Portfolio Despite Election Results

ARK Innovation ETF

VanEck Vectors BDC Income ETF

Amplify Transformational Data Sharing ETF

Vanguard Total International Bond ETF

iShares MSCI Emerging Markets ex China ETF

Fidelity Blue Chip Growth ETF

SPDR S&P China ETF

iShares Core MSCI Emerging Markets ETF

iShares Core S&P 500 ETF

Kraneshares Dynamic Emerging Markets Strategy ETF

AdvisorShares Pure US Cannabis ETF

Wisdomtree US Quality Growth Fund

Invesco QQQ

SPDR S&P 500 ETF Trust

iShares 20+ Year Treasury Bond BuyWrite Strategy ETF

Vanguard S&P 500 ETF

Vanguard Short-Term Inflation-Protected Securities ETF

Vanguard FTSE Emerging Markets ETF

SPDR S&P Biotech ETF

Technology Select Sector SPDR Fund

Hello! This is MarketWatch reporter Isabel Wang bringing you this week's ETF Wrap. In this week's edition, we look at ETF strategies that have exploded in popularity in 2023, and whether they will continue to gain momentum in the year ahead.

These ETF strategies were big winners in 2023. Here's where one CFRA analyst sees them going next year.

A tried-and-true trend-following strategy can work wonders for an investor — until it actually stops working wonders. Adding a managed futures component strategy to the mix, however, can add a layer of portfolio protection.

Trend-Following Is Easy With This Managed Futures ETF

The phrase “expect the unexpected” can certainly apply to the capital markets, especially with 2024 just around the corner. That said, investors can prep for the new year with exposure to managed futures.

Prep for More Uncertainty in 2024 With Managed Futures

Equities and bonds soared for much of this month on hopes of an end to interest rate hikes. That momentum paused on Friday after dampening comments from the Fed indicating interest rate cuts remain distant.

Don't Put All Your Eggs in the Interest Rate Basket

Last year proved to be a phenomenal year for alternatives, and many managed futures strategies specifically. This year, many of the outperforming strategies face continued challenges in the shifting tides of investor uncertainty and market reversals.

Managed Futures: ‘Year of the Whipsaw'

iMGP DBi Managed Futures Strategy ETF is a suitable choice for investors looking for alternatives in their portfolios. The DBMF ETF holds a diverse range of assets, including futures contracts in equities, fixed income, currencies, and commodities. The fund's unique position in the market and ability to take both long and short positions sets it apart from other ETFs.

DBMF: A Good Alternative Diversifier

KFA Mount Lucas Index Strategy ETF

WisdomTree Bloomberg Floating Rate Treasury Fund

Market volatility and ongoing investor uncertainty were hallmarks for much of the year. In an environment of elevated inflation and interest rates, advisors and investors increasingly turned to alternatives to diversify their portfolios.

Don't Forget Managed Futures When Looking to Alternatives

Inflation remains a key, overlooked player in markets despite investor optimism. While inflation remains above 2.5%, it threatens traditional model portfolios that rely on stock and bond inversions for risk reductions.

Increased Correlations an Ongoing Threat to Traditional Portfolios

After a 2023 marked by a comeback in the stock market despite higher-for-longer interest rates, 2024 should bring increased volatility in a year full of unknowns that could invoke heavy market fluctuations. Many of the common market speed bumps that were present in 2023 could be amplified in 2024.

Expectation of 2024 Volatility Warrants Managed Futures Strategy

Inflation continues to cool but still remains another at least another year from the 2% target according to Fed officials. In such an environment of elevated inflation and restrictive rates when market stress remains heightened, finding inherently lower-volatility strategies could prove a boon for portfolios.

In Times of Market Stress, DBMF Delivered Smoother Ride

After the underperformance of stocks and bonds last year, it's no surprise that diversification strategies are a significant focus this year. Alternatives continue to garner advisor and investor interest as market dispersion grows, including managed futures and long/short strategies.

2 Strategies to Capitalize on Increased Market Dispersion

The new year should bring a considerable degree of uncertainty, which should warrant more asset diversification. One strategy is to use managed futures, which should help to ease volatility with additional portfolio diversification.

Diversifying Ahead of 2024? Consider Managed Futures

In an ever-changing market environment, portfolios continue to ride the performance roller coaster. Managed futures are useful not just for the low correlations to stocks and bonds but for the strategy's ability to rapidly respond to changing market regimes.

Under the Hood of DBMF's Dynamic Rapid Response Strategy

Managed futures strategies climbed their way out of obscurity in the market gyrations of the last few years. Investors looking to add the strategy to their diversification sleeve should consider the iMGP DBi Managed Futures Strategy ETF (DBMF) for the fee alpha the fund captures.

News for Manager Directed Portfolios - iM DBi Managed Futures Strategy ETF ETF (DBMF)