Avantis U.S. Small Cap Value ETF·Financial Services

Retirees hunting for international diversification have increasingly looked toward India, one of the fastest-growing economies in the world.

U.S. Small Cap Value trades near historical averages, while Large Cap Growth trades at more than 2x its long-term relative valuation. The price-to-book spread between growth and value is near historical extremes, a setup that has historically favored SCV outperformance. Institutional capital market assumptions continue to show higher expected real returns for small caps relative to large caps.

Bare Financial Services Inc increased its stake in shares of Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV) by 8.9% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 294,833 shares of the company's stock after buying an additional 24,136

Most small-cap funds give you size exposure. Avantis U.S. Small Cap Value ETF ( NYSEARCA:AVUV ) gives you something more targeted: a systematic bet that small, cheap, profitable companies outperform over time.

AI-related equity jitters are unlikely to be resolved overnight and eurozone government bonds could actually come out as a winner. Relative to euro rates, US equity volatility is reaching highs similar to previous crisis periods. A global rebalancing of portfolios could see significant demand for euro rates, mitigating the upward rate pressure.

CALF: Strategy Change Impact Still Positive For These Small/Mid-Cap Cash Cows
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.
Financial Services
Asset Management
2019-09-26
1.15
Market Peers





