QVAL Profile
The Alpha Architect U.S. Quantitative Value ETF is a strategically managed fund that leverages a sophisticated quantitative approach to identify undervalued U.S. equity securities. The fund's investment process utilizes a multi-step, rules-based methodology designed to select a portfolio of approximately 50 to 100 stocks that exhibit potential for significant capital appreciation. This methodology is grounded in rigorous financial analysis, employing quantitative models to assess and determine the intrinsic value of securities relative to their current market prices.
The core of the funds strategy revolves around identifying securities that are deemed undervalued. This is achieved by comparing a stock's current trading price with the price that the Advisor estimates it would trade at if the market fully accounted for all relevant factors influencing the company's valuation. The aim is to capitalize on discrepancies between the market price and the perceived intrinsic value, thereby positioning the fund to benefit from potential market corrections and value realizations.
In addition to its core holdings, the fund maintains flexibility by allowing for up to 20% of its assets to be allocated to cash and cash equivalents, other investment companies, and a variety of securities and instruments. This allocation strategy provides the fund with the liquidity and agility needed to respond to market conditions, manage risk, and seize new investment opportunities as they arise.
The Alpha Architect U.S. Quantitative Value ETF is designed for investors seeking exposure to a curated selection of undervalued U.S. equities with the potential for long-term capital growth. The fund's disciplined, quantitative investment approach aims to deliver superior returns by focusing on value opportunities while maintaining a level of diversification and flexibility to adapt to changing market environments.
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