Avantis Emerging Markets Equity Fund G Class (AVENX)

Overview

The fund is designed to offer investors exposure to a broad range of companies operating within emerging markets. It focuses on diversifying its investments across various sectors, industry groups, and countries, showcasing a flexible approach to market capitalization, which means it can invest in both small and large companies. The fund’s strategy is to maintain at least 80% of its assets in equity securities, specifically targeting businesses that have their operations or revenues significantly tied to emerging market countries. This includes any country that does not fall under the umbrella of developed nations, allowing the fund to explore growth opportunities in regions that are on the path of rapid economic development.

Products and Services

• Equity Securities Investment

  The fund specializes in investing in equity securities of companies located in or significantly connected to emerging markets. This includes a wide array of securities, such as common stocks, preferred stocks, and other equity instruments that offer the potential for appreciation and, in some instances, dividends. By targeting these investments, the fund aims to offer its investors an avenue to participate in the growth potential of emerging markets.

• Diversified Investment Approach

  This product focuses on diversifying investments across different market sectors, industry groups, and countries within the emerging markets. The strategy aims to reduce the risk associated with concentrating investments in a single sector or country by spreading exposure across various geographic locations and industries. This diversified investment approach helps in balancing the portfolio, aiming to mitigate risks and capitalize on a wider range of opportunities.

• Adaptive Market Capitalization Strategy

  The fund employs a flexible strategy regarding market capitalization, investing in companies of all sizes, from small caps with high growth potential to large, established corporations with steady revenue streams. This adaptability allows the fund to be nimble, taking advantage of opportunities in both well-established companies and those that are on the brink of accelerated growth, thus aiming to maximize returns for investors.

• Emerging Market Focus

  With a primary focus on investing in countries classified as emerging markets, the fund leverages the growth potential these regions offer. It seeks to invest in economies that are not considered 'developed', tapping into the potential for higher growth rates and significant market movements. This focus on emerging markets is aimed at investors looking to diversify their portfolios by incorporating growth opportunities from these dynamically changing economies.