In today’s briefing:
- Flow Developments to Watch as the Release of the Value-Up Index Approaches
Flow Developments to Watch as the Release of the Value-Up Index Approaches
- The plan is to select 20 large-cap companies from around 30 with value-up disclosures by late August, then gradually expand the index’s constituents.
- Investors seeking both dividends and value-up benefits must buy stocks individually, as ETFs lack tax advantages, potentially triggering fund shifts from dividend ETFs to value-up stocks.
- We can target stocks in dividend ETFs not making value-up disclosures, as they may face overhang risk during fund migration to the value-up index.
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