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Fernando Moret

Fernando Moret

Investment Product Manager at Vanguard in Toronto, specializing in index-based ETFs and Russell US indexes.

Aug 25, 2026

5:31
And for investors who want to position their portfolios in an ever-changing marketplace, how should they think about focusing in on growth or values in terms of Russell ETFs to help express those views?
5:46
Yeah, when thinking about growth and value exposures using, in this case, Russell Indices, it's really about bringing a bit more control into the portfolio.
5:55
I would say the starting point is the methodology, and Russell uses a transparent rule-based framework to define growth and value so investors have a clear and consistent understanding of what they own.
6:06
Growth and value, as we know, tend to perform differently across market environments.
6:11
So investors can kill to world value if they want a more valuation sensitive exposure or to world growth if they are looking for companies with a stronger earnings potential, for example.
6:21
Over time, we know that market performance can shift a portfolio's style exposure unintentionally.
6:28
For example, strong growth performance can increase the allocation beyond what was originally intended.
6:52
What about when investors want to think about market cap? How should they think about the Russell 2000 and its ability to diversify their portfolio?

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