Defense investing has changed. Military capability now depends as much on semiconductors and data centers as on traditional weapons systems. Frank Holmes, CEO of U.S. Global Investors, built the WAR ETF around capturing both dimensions—allocating to chips, cybersecurity, and aerospace. With global defense spending reaching $2.7 trillion and AI in defense projected to grow at 30% annually, the fund seeks exposure to the technological infrastructure reshaping modern warfare.
Frank Holmes, CEO and CIO at U.S. Global Investors, shares insights from packed international flights and industry data that reveal a fundamental shift in airline economics. Premium cabins generate triple the revenue growth of economy seating, while pilot shortages and aircraft delivery delays create pricing power. Learn how the JETS ETF’s smart beta 2.0 approach aims to capture efficient operators in an industry where structural constraints support margins once considered cyclical and volatile.
The number of publicly traded companies continues shrinking as capital flows into private markets. Pacer ETFs’ PE/VC ETF (ticker: PEVC) aims to solve a persistent challenge for advisors: accessing private equity and venture capital returns without illiquidity, high fees, or accreditation requirements. Using a quantitative replication methodology developed over a decade, the fund tracks comprehensive private market indices through approximately 200 liquid stocks. Sean O’Hara, President at Pacer ETF Distributors, explains how the approach works and why it matters for portfolio construction.
John McHugh sold the Magnificent Seven in 2022 when his screens signaled trouble. The WealthTrust DBS Long Term Growth ETF (WLTG) operates through two sleeves: one tactical, one quantitative. The fund tracks 9,000 companies, narrows to 700, then selects 25–35 names. McHugh offers advisors something uncommon: direct access to the portfolio manager, complimentary portfolio reviews, and webinars that help build practices. It’s a fund—and a partnership.
The John Hancock Disciplined Value Select ETF (JDVL) and Disciplined Value International Select ETF (JDVI) apply a probability-based framework to large-cap value investing, targeting companies exhibiting attractive valuations, strong fundamentals, and improving business momentum. Launched by Manulife John Hancock in partnership with Boston Partners, the funds bring years of mutual fund track record into a concentrated ETF format. Learn how the three-factor approach aims to deliver consistent performance across market cycles without relying on forecasting or informational advantages.
Pacer Financial’s exclusive partnership with Save introduces a cash management platform that links FDIC-insured savings accounts to ETF performance. The solution seeks to address three persistent challenges: generating returns in a declining-rate environment, maintaining daily liquidity, and creating compensation for advisors managing client cash. Sean O’Hara explains how the platform works, why the timing matters, and how advisors can use the accounts to uncover held-away assets.
Client requests for gold exposure often force advisors into uncomfortable portfolio compromises. WisdomTree Global CIO Jeremy Schwartz discusses how the firm’s GDE and GDMN funds use capital-efficient structures to layer gold futures onto equity positions, seeking to deliver comprehensive exposure without requiring advisors to liquidate existing holdings. The approach seeks to address a persistent challenge in portfolio construction.
