MDLV Profile
The EA Series Trust - Morgan Dempsey Large Cap Value ETF is an actively managed exchange-traded fund (ETF) designed to provide investors with exposure to large-cap companies that offer both value and income potential. The fund primarily seeks to achieve its investment objective by focusing on dividend-paying companies that the funds sub-adviser, Morgan Dempsey Capital Management, LLC, identifies as attractively valued. This value-oriented approach emphasizes selecting companies that are trading at a discount relative to their intrinsic worth, offering a combination of capital appreciation and income through dividends.
Under normal market conditions, the fund commits to investing at least 80% of its net assets in equity securities of large-cap companies, which are defined as companies with market capitalizations exceeding $25 billion. The large-cap focus allows the fund to target well-established companies that have demonstrated financial stability and consistent dividend payouts. These companies are typically leaders in their respective industries, with strong balance sheets and a history of generating reliable cash flows, which supports their ability to pay dividends over time.
The Morgan Dempsey Large Cap Value ETF employs a rigorous investment process, combining fundamental analysis with a disciplined valuation framework. The sub-adviser carefully analyzes a company's financial statements, management quality, competitive positioning, and market conditions to assess its true value. By focusing on companies that are undervalued by the market, the fund aims to deliver long-term capital appreciation while also providing a steady stream of dividend income to investors. This approach is particularly attractive to investors seeking a blend of income and growth potential within a large-cap equity portfolio.
As part of the EA Series Trust, the Morgan Dempsey Large Cap Value ETF benefits from the experience and expertise of Morgan Dempsey Capital Management, a firm with a long history of value investing. The fund offers investors a way to gain exposure to large-cap companies that are not only financially robust but also poised to deliver value through disciplined capital management and shareholder returns. By investing in this ETF, investors gain access to a carefully curated portfolio of high-quality companies that are positioned to perform well over the long term, particularly in a value-driven market environment.
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