LSV Global Managed Volatility Fund Institutional Class (LSVFX)

Overview

This fund specializes in investing in equity securities of companies from around the globe, embracing a diverse and inclusive approach to investment. It ensures a broad geographic coverage by allocating investments across a minimum of three countries, inclusive of the United States. This global investment strategy is underpinned by a commitment to investing at least 40% of its assets in non-U.S. companies, spanning both developed and emerging markets. The fund is designed to offer exposure to a wide array of market sectors and company sizes, although it primarily focuses on companies with market capitalizations of $100 million or more at the time of purchase. This blend of international diversification and focus on a broad market cap spectrum aims to provide investors with a balanced opportunity to achieve growth across different regions and industries.

Products and Services

• Equity Securities of Global Companies:

  Investing in equity securities of companies located around the world, the fund seeks to offer investors a pathway to potentially profitable markets beyond their home territory. This includes a wide range of sectors and industries, thereby enabling diversification of investment portfolios.

• Investment in Developed and Emerging Markets:

  The fund strategically allocates assets in developed and emerging markets, striving to tap into the growth potential of emerging economies while balancing the stability offered by developed nations. This mix allows investors to diversify their risk and capitalize on growth opportunities globally.

• Focus on Companies with Significant Market Capitalizations:

  With a general investment inclination towards companies having market capitalizations of $100 million or more, the fund targets established entities poised for growth. This focus aims to ensure a stable investment base, while still offering the potential for significant returns.