Avantis U.S. Large Cap Value Fund G Class (ALCEX)

Overview

The fund focuses on investing predominantly in a broad range of U.S. large-cap companies, spanning various market sectors and industry groups. Its investment approach is grounded in the pursuit of higher returns by specifically targeting securities of companies exhibiting strong profitability and valuable traits. Utilizing forecasts and analyses, the Advisor aims to direct investments towards companies that display higher profitability and value characteristics, believing these attributes to be indicative of superior future performance. Concurrently, the fund strives to minimize or entirely avoid investments in securities anticipated to offer lower returns, notably those associated with companies demonstrating lesser profitability and unfavorable value attributes. This strategic selection process is foundational to the fund’s objective of achieving enhanced investment outcomes for its stakeholders.

Products and Services

The fund offers a focused range of investment services designed to cater to investors seeking exposure to U.S. large-cap companies with appealing profitability and value characteristics:

• Investment in U.S. Large-Cap Companies: At the core of its offerings, the fund specializes in investing in a broad spectrum of large-capitalization companies based in the United States. These investments span various market sectors and industry groups, aiming to capture the diversified performance and potential of the U.S. economy’s most significant corporate entities.
• Enhanced Emphasis on Profitability and Value: The fund distinguishes itself by targeting securities issued by companies that exhibit high levels of profitability and compelling value characteristics. This strategy is predicated on the belief that such companies are likely to outperform their peers over time, offering investors an attractive return profile.
• Active Management Approach: The Advisor employs a proactive management style, actively selecting securities expected to achieve higher returns while underweighting or excluding those anticipated to underperform. This approach involves continuous market analysis, forecasting, and the strategic adjustment of portfolio holdings to align with the fund’s investment objectives and risk management parameters.