Avantis International Small Cap Value Fund Institutional Class (AVDVX)

Overview

The specified fund focuses on investment strategies targeting non-U.S. small cap value companies across a broad spectrum of market sectors, industry groups, and countries. It emphasizes a disciplined approach to achieve higher expected returns, favoring businesses that present higher profitability, value characteristics, and smaller market capitalizations within its defined small cap investment universe. This strategic perspective is geared towards identifying and capitalizing on the potential for significant growth and value increase in the global small cap sector. By diversifying its investments across various industries and regions, the fund aims to mitigate risks while seeking to maximize returns for its investors.

Products and Services

• Global Small Cap Value Investments

This product targets a diversified portfolio of non-U.S. small cap value companies. By focusing on firms with solid profitability and promising value characteristics but relatively smaller market capitalizations, the fund aims to leverage the potential for high returns. These investments span across various market sectors and industry groups, ensuring a diversified investment approach.

• Risk Diversification Strategies

The fund employs sophisticated risk management strategies to mitigate potential losses. By diversifying its investments not just by sector and industry, but also geographically, the fund aims to lower the impact of volatility in specific markets. This approach seeks to deliver more stable returns over the long term by spreading exposure across different economic environments and market dynamics.

• Strategic Selection Based on Profitability and Value

Central to its investment philosophy is the strategic selection of companies that exhibit higher profitability and value attributes. The fund’s methodology involves rigorous analysis to identify such companies within the small cap universe, aiming to invest in businesses that are undervalued by the market but have strong growth prospects. This strategy is intended to capitalize on the discrepancy between current market price and intrinsic value, potentially leading to higher returns.