Financial Professional
Institutional Investor
Individual & Shareholder

Objective

Seeks long-term capital appreciation.

Why AVUV?

  • Invests in a broad set of U.S. small-cap companies and is designed to increase expected returns* by focusing on firms trading at what we believe are low valuations with higher profitability ratios**.
  • Pursues the benefits associated with indexing (diversification, low turnover, transparency of exposures), but with the ability to add value by making investment decisions using information in current prices.
  • Efficient portfolio management and trading process that is designed to enhance returns with the goal of reducing unnecessary risks and costs for investors.  
  • Built to fit seamlessly into an investor's asset allocation.