Investment Strategies
Intrinsic Value Stewardship™ (IVS) Core Strategies
IVS is a rules-based global equity suite of strategies built on proprietary factors that conventional factor strategies and indices cannot replicate.
Each strategy applies a systematic de-selection process, excluding speculative companies that are overvalued or poor stewards of capital, with unfavorable risk-return characteristics. After removing those speculative companies, the strategies weight the remaining higher-quality companies by intrinsic value rather than market capitalization.
The result is broad market participation in up markets, shallower drawdowns in down markets, and superior long-term compounding of wealth across full market cycles.
IVS deliberately removes those companies at the strategy level with the goal of reducing risk, while delivering alpha. The result is four non-overlapping strategies that together form a complete, intentionally diversified global equity allocation through one unified framework.
Four Non-Overlapping Strategies – One Unified Framework
Most other equity allocations are built fund by fund with no unifying process. The result is overlap that creates the illusion of diversification while quietly adding complexity and unintended risk. IVS provides true diversification that is deliberate.
IVS vs Passive Funds
Passive funds are structurally flawed. They buy everything and weight by market capitalization, so the more overvalued a company becomes, the larger its position in the portfolio.
IVS strategies still provide broad-based exposure, but deliberately remove speculative companies and tilt the portfolio toward undervalued companies, positioning each portfolio for lower risk and higher expected returns.
These strategies are available through low-cost, tax-efficient, fully transparent ETFs.
IVS Strategy Resources
US
Core IVS US Large Cap Broad-based U.S. large-cap exposure applying the IVS de-selection and Intrinsic Value reweighting process. | Core IVS US SMID Cap Broad-based U.S. small- and mid-cap exposure applying the IVS de-selection and Intrinsic Value reweighting process. Strategy Documents ETF — IVSS |
International
Core IVS International Large Cap Broad-based international large-cap exposure applying the IVS de-selection and Intrinsic Value reweighting process across developed markets. ETF — IVSI | Core IVS International SMID Cap Broad-based international small- and mid-cap exposure applying the IVS de-selection and Intrinsic Value reweighting process across developed markets. ETF — IVSX |
All strategy documents are provided for informational purposes. Documents marked ↗ are hosted by Applied Finance Funds and open in a new window.