Investment Strategies

Valuation 50 Investment Strategy – Morningstar Category: Large Value
Seeks superior risk-adjusted returns and tax efficiency by investing in U.S. large-cap companies

Strategy Availability

• • SMA – Valuation 50 Factsheet
  • Mutual Fund – Select Fund Factsheet

Valuation Small Investment Strategy – Morningstar Category: Small Value
Seeks superior risk-adjusted returns by investing in U.S. small-cap companies

Availability

• • Mutual Fund – Explorer Fund Factsheet

Valuation Dividend Investment Strategy –  Morningstar Category: Large Value
Seeks superior risk-adjusted returns, tax efficiency and above average yield by investing in U.S. large-cap companies

Availability

• • SMA –Valuation Dividend Factsheet
  • Mutual Fund – Dividend Fund Factsheet

Valuation ETF –  Morningstar Category: Large Core
Actively managed ETF that seeks superior risk-adjusted returns and broad-based exposure by investing in U.S. large-cap companies

Availability

• • ETF –Valuation ETF Factsheet
    ETF – DATA

While short term investment themes and trends can be overpowering, Valuation and Wealth Creation is Timeless™.  Contact us to learn more about our investment strategies.

Saul Marquez
(312) 362-9905
smarquez@afgltd.com

Chris Austin
559-892-0401
caustin@afgltd.com

The information contained on this website is distributed for informational purposes only and should not be considered investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. The information contained on this website is believed to be accurate as of the date submitted, and is subject to change. Any performance information referenced on this website represents past performance and is not indicative of future returns.