BSVO Profile
The EA Series Trust - EA Bridgeway Omni Small Cap Value ETF Fund is strategically designed to offer investors exposure to a diversified portfolio of small-cap value stocks. This fund seeks to achieve its investment objective by focusing primarily on small-cap companies that are identified as value stocks by the Sub-Adviser. These value stocks are selected based on their perceived undervaluation relative to their intrinsic value, with the aim of capturing potential long-term growth.
Under normal market conditions, the fund commits at least 80% of its net assets, including any borrowings for investment purposes, to equity or equity-related securities. This investment strategy involves purchasing common stocks of small-cap companies, defined as those with relatively low market capitalizations compared to larger, more established firms. The emphasis is on investing in firms that exhibit strong value characteristics, such as low price-to-earnings ratios or high dividend yields.
The EA Bridgeway Omni Small Cap Value ETF Funds approach leverages a rigorous selection process to identify undervalued stocks that may offer superior returns over time. By targeting small-cap companies, the fund aims to capitalize on opportunities in segments of the market that may be less efficient and thus present greater potential for value creation. This strategy is rooted in the belief that smaller companies often have significant growth potential but may be underappreciated by broader market participants.
As a result, the fund provides investors with targeted exposure to the small-cap value segment, which can enhance diversification and offer higher growth prospects compared to larger, more established stocks. The focus on value investing within the small-cap space allows the fund to potentially benefit from market inefficiencies and emerging opportunities, aligning with investors seeking to capitalize on long-term capital appreciation in a dynamic segment of the equity market.
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