Applied Finance Strategy Resources (as of Q3 2023)

Below are the resources for all of the publicly available Applied Finance Strategies.

Applied Finance Strategy Resources (as of Q3 2023)

Valuation 50 Resources:

• Quarterly Letter
• Valuation 50 Factsheet
• Select Mutual Fund Factsheet (Valuation 50 strategy offered with a mutual fund wrapper)
• Valuation 50 Pitchbook

Explorer resources:

• Factsheet
• Quarterly Write-up
• Explorer Pitchbook

Valuation Dividend Resources:

• Valuation Dividend Factsheet
• Valuation Dividend Fund
• 2023 Q3 – Quarterly Letter
• Valuation Dividend Pitchbook
• Distribution/Reinvestment – Income and Capital Growth

Valuation Stewardship Resources:

• Valuation Stewardship ETF Factsheet
• Valuation Stewardship Model
• Model vs Active ETF Comparison – Note: Performance is nearly identical since launching the Active ETF