LSV Global Managed Volatility Fund Investor Class (LVAFX)
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LSV Global Managed Volatility Fund Investor Class Profile
| NASDAQ Exchange | US Country |
Overview
The fund is a global investment entity that focuses on equity securities of companies across the globe. It practices a diversified investment approach by allocating its assets in a mix of U.S. and non-U.S. companies, including those in both developed and emerging markets. The fund maintains a policy of investing in a minimum of three countries, ensuring a broad geographical spread of investments. Furthermore, it commits to investing at least 40% of its assets in non-U.S. companies, reflecting its global investment outlook. While the fund is open to investing in companies of any size, it generally targets companies with a market capitalization of $100 million or more at the time of investment. This approach positions the fund to potentially benefit from a wide range of investment opportunities worldwide, while also managing risks associated with international investing.
Products and Services
- Equity Securities Investment
- Geographical Diversification
- Developed and Emerging Markets Exposure
- Focus on Larger Companies
The fund's primary focus is on investing in equity securities, which include stocks of companies located around the world. This encompasses a wide spectrum of sectors and industries, providing investors exposure to global market trends and opportunities for growth.
With a mandate to invest in at least three different countries, including the U.S., the fund ensures a diversified investment portfolio that covers a broad range of geographical locations. This strategy aims to reduce country-specific risks and capitalize on growth in various regions.
The fund does not limit its investment to developed countries alone but extends its reach to emerging markets. Investing in both developed and emerging markets allows the fund to navigate through different market cycles and leverage growth opportunities in faster-growing economies.
Although the fund may invest in companies of any size, it predominantly focuses on those with market capitalizations of $100 million or more. This preference steers the fund towards more established companies with potentially lower volatility compared to smaller, lesser-known entities.
