EA Bridgeway Omni Small-Cap Value Fund (BSVO)
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BSVO: Quality A Concern For This Deeply Discounted Active Small-Cap ETF
The EA Bridgeway Omni Small-Cap Value ETF trades at an ultra-low 0.40x P/S ratio and has a $1.24 weighted average market cap, indicating extreme exposure to the size and value factors. BSVO holds over 550 stocks across 101 unique GICS sub-industries, though like many of its peers, it's highly concentrated in Regional Banks, which comprise one quarter of the fund. Quality is also a major issue. Using Seeking Alpha Factor Grades, I determined BSVO's quality is the third-lowest among the nearly 700 U.S. Size & Style ETFs I track.
EA Bridgeway Omni Small-Cap Value Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 20.14M | $428.04M | $589.07M | $161.02M | 37.62% |
| JPM Justin P. Mason Keb Asset Management LLC | 1.62M | $29.21M | $47.4M | $18.19M | 62.25% |
| JAC J. Adam Causey Jackson Thornton Wealth Management LLC | 150,748 | $2.65M | $4.42M | $1.77M | 66.74% |
 Lynn A. Jackson Dopkins Wealth Management LLC | 397,068 | $8.2M | $11.64M | $3.44M | 41.93% |
| DC Dominic Corabi Wedmont Private Capital | 60,468 | $1.41M | $1.8M | $388,204.56 | 27.55% |
EA Bridgeway Omni Small-Cap Value Fund (BSVO) FAQ
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EA Bridgeway Omni Small-Cap Value Fund Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
The company is focused on achieving its investment objective by concentrating its efforts on investing mainly in a wide and diversified portfolio of small-cap stocks, identified by the Sub-Adviser as value stocks. This strategy emphasizes the firm’s commitment to targeting investments that promise value, aligning with the goal of maximizing returns for its investors. The approach adopted ensures that the company is consistently scouting for small-cap companies that possess significant growth potential yet are undervalued by the market. The commitment to invest at least 80% of its net assets, along with any borrowings for investment purposes, into equity or equity-related securities of small-cap companies, underscores the firm's dedication to its investment philosophy aimed at value-driven growth.
Products and Services
The firm's primary offerings center around its investment strategy in small-cap value stocks, providing a platform for investors interested in tapping into the potential of undervalued small-cap companies. These offerings are detailed as follows:
- Equity Investments in Small-cap Companies:
This service focuses on investing a significant portion of the firm’s assets into equity or equity-related securities of small-cap companies. The target is companies that are considered small-cap by market standards at the time of purchase. This offering is geared towards investors looking for growth opportunities in the small-cap sector, promising access to a portfolio of companies with the potential for significant value appreciation.
- Value Stock Investments:
The firm employs a strategy that seeks out small-cap stocks classified as value stocks. Value stocks are those that the Sub-Adviser believes are undervalued in the marketplace in comparison to their true financial performance and growth potential. This investment focus ensures that clients have the opportunity to invest in stocks that are poised for a rebound or significant growth, thus potentially leading to higher returns on investment.
