Alpha Architect International Quantitative Value ETF (IVAL)
NASDAQ (NMS) NASDAQ (NMS) Primary Summary
IVAL Chart
Time To Unload IVAL And Replace It With JIVE For International Long-Term Value
IVAL ranks last among 41 International Equity Value ETFs. I rate it a Sell due to poor performance and lack of hedging. JIVE, ranked third, benefits from hedging, different country and sector allocations, and a higher percentage in financial services. IVAL's focus on mid-cap stocks and lack of hedging contribute to its underperformance compared to JIVE's diversified and hedged portfolio.
Alpha Architect International Quantitative Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Keith Dubauskas One Plus One Wealth Management LLC | 152,449 | $4.18M | $5.33M | $1.15M | 27.53% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 18,169 | $490,532.6 | $639,383.46 | $148,850.86 | 30.34% |
| WB William Bromley Innova Wealth Partners | 19,143 | $650,096.28 | $673,659.4 | $23,563.12 | 3.62% |
 Christian Keedy Guardian Wealth Advisors LLC / Nc | 8 | $271.68 | $281.28 | $9.6 | 3.53% |
 Adam K. Wright Kathleen S. Wright Associates Inc. | 2,000 | $50,832.18 | $70,240 | $19,407.82 | 38.18% |
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Alpha Architect International Quantitative Value ETF Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
The Sub-Adviser specializes in managing a dynamic international equity portfolio with a primary goal of capital appreciation. Utilizing a sophisticated, quantitative, and rules-based methodology, the firm systematically identifies undervalued equity securities across global markets that show potential for growth. Their investment approach is grounded in the belief that markets do not always reflect all available information accurately, creating opportunities to invest in undervalued securities that may offer superior returns as their true value is recognized by the market. This strategic focus on undervalued assets allows the Sub-Adviser to build a diverse portfolio aimed at delivering robust investment performance for its clients.
Products and Services
The Sub-Adviser offers a comprehensive range of investment services primarily focused on international equity markets. Below is a detailed overview of their main products and investment strategies:
- International Equity Portfolio:
This is the cornerstone of the Sub-Adviser’s offerings, targeting a portfolio composition of 50 to 200 undervalued international equity securities. Through a meticulous multi-step selection process, the aim is to capitalize on the appreciation potential of undervalued stocks worldwide. This strategy is designed for investors seeking exposure to international markets and aiming for capital growth by investing in securities priced below their perceived market value.
- Cash and Cash Equivalents:
A portion of the portfolio, up to 20%, is allocated towards cash and cash equivalents. This component serves as a liquidity buffer and risk management tool, allowing the Sub-Adviser to respond agilely to market volatility and opportunities. This strategy enhances the overall stability and flexibility of the investment portfolio.
- Other Investment Companies and Instruments:
As part of its diversified investment approach, the Sub-Adviser may also allocate resources to other investment companies and a variety of securities and instruments. This inclusion furthers portfolio diversification and can offer additional avenues for achieving capital appreciation while potentially mitigating risks associated with direct security holdings.
