Gotham 1000 Value ETF (GVLU)
ARCA ARCA Primary Summary
GVLU Chart
GVLU: Multi-Cap Value And Quality Fund Beating Its Benchmark
GVLU is an actively managed multi-cap value fund with a 0.50% expense ratio and $160 million in assets under management. Managers Joel Greenblatt and Robert Goldstein emphasize quality and value, believing these two factors will lead to superior long-term returns. I tested GVLU's fundamentals against four alternatives. GVLU offers an excellent valuation discount against its benchmark, the Russell 1000 Value Index. Its weighted average 10.18% return on total capital was also impressive compared to other multi-cap funds.
Gotham 1000 Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CC Cheung Chan Chemistry Wealth Management LLC | 317,776 | $7.22M | $9.04M | $1.82M | 25.2% |
 Victoria Latham Fiduciary Alliance LLC | 39,171 | $892,639.91 | $1.11M | $212,569.85 | 23.81% |
 Rob Dainard Hara Capital LLC | 6,310 | $160,481.76 | $178,667.65 | $18,185.89 | 11.33% |
| ZIL ZEGA Investments LLC ZEGA Investments LLC | 25,156 | $637,264.32 | $715,185.08 | $77,920.76 | 12.23% |
 Maridea Wealth Management LLC Maridea Wealth Management LLC | 17,739 | $456,468.26 | $500,505.88 | $44,037.62 | 9.65% |
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Gotham 1000 Value ETF Profile
| ARCA Exchange | US Country |
Overview
The fund is distinguished by its active management strategy, targeting mid- to large-capitalization companies. It positions itself within the competitive landscape of exchange-traded funds (ETFs) by focusing on a specific subset of the market. Operating within the parameters of the largest 1,400 companies listed on U.S. stock exchanges, as gauged by market capitalization, the fund employs a rigorous selection process. Its investment horizon encompasses 400 to 600 companies, representing a balanced mix of mid- to large-cap stocks. This strategic choice reflects a deliberate emphasis on securing growth potential while managing risk, underlining the fund's commitment to delivering value to its investors.
Products and Services
The fund offers a range of investment products and services designed to meet the needs of a diverse investor base. Each product underscores the fund's expertise in navigating the complexities of the U.S. equity market.
- Actively-Managed ETFs:
This core product focuses on equity securities of mid- to large-cap companies. The fund's active management approach differentiates it from passive ETFs by aiming to outperform benchmark indices through strategic stock selection and timely portfolio adjustments. Leveraging in-depth market analysis and a systematic evaluation process, the fund targets companies poised for growth, offering investors the potential for superior returns.
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