Moat Index Adjusts Strategy, Reduces Tech Exposure
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BTCCSquare news:
The Moat Index has recalibrated its investment approach, cutting exposure to the technology sector while doubling down on value stocks. This strategic pivot reflects a contrarian bet against prevailing market trends, as highlighted by VanEck.
September's portfolio review saw the index trim tech holdings and introduce new names, reinforcing its focus on companies with durable competitive advantages. Morningstar's methodology, revised in 2016, continues to guide the index toward undervalued assets with reduced turnover.
The shift comes amid growing scrutiny of tech valuations following the sector's extended rally. By emphasizing value over momentum, the Moat Index positions itself as a hedge against potential market froth.
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