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 Institutional Factsheet | Select Fund Investor Factsheet
Valuation Small Investment Strategy – Morningstar Category: Small Value
Seeks superior risk-adjusted returns by investing in U.S. small-cap companies
Availability
- SMA – Concentrated Explorer Factsheet
- Mutual Fund – Explorer Fund Institutional Factsheet | Explorer Fund Investor Factsheet (Expanded version of Concentrated Explorer in Mutual Fund wrapper)
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
Intrinsic Value Stewardship™ (IVS) US Large*
Seeks superior risk-adjusted returns and broad-based exposure by investing in U.S. large-cap companies
Availability
*Also called Valuation Stewardship Strategy, offered through Applied Finance Valuation Large Cap ETF
Intrinsic Value Stewardship™ (IVS) US SMID
Seeks superior risk-adjusted returns and broad-based exposure by investing in U.S. SMID-cap companies
Availability
Intrinsic Value Stewardship™ (IVS) International Large
Seeks superior risk-adjusted returns and broad-based exposure by investing in International large-cap companies
Availability
- IVS International Large Strategy Profile (Coming Soon)
- IVS International Large ETF DATA
Intrinsic Value Stewardship™ (IVS) International SMID
Seeks superior risk-adjusted returns and broad-based exposure by investing in International SMID-cap companies
Availability
- IVS International SMID Strategy Profile (Coming Soon)
- IVS International SMID 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.