Strategy Resources
Select a Strategy Family
Applied Finance offers two distinct families of investment strategies. Choose below to explore the resources for each approach.
IVS Strategies Intrinsic Value Stewardship Broad-based, rules-driven core strategies built to work together as a complete global allocation. Removes overvalued companies and poor capital stewards, then reweights by Intrinsic Value. Available via ETF wrappers. 250–600 holdings
ETF wrappers
Global allocation US IVS US Large Cap Core IVS US SMID Cap Core International IVS International Large Cap Core IVS International SMID Cap Core | | View IVS Strategy Resources → |
| Focused Strategies Active Stock Selection Concentrated, actively managed strategies seeking to outperform benchmarks through disciplined stock picking grounded in Intrinsic Value analysis. Available as Mutual Funds or Separately Managed Accounts. 35–150 holdings
Mutual Funds
SMA Large Cap Valuation 50 Large Value Valuation Dividend Large Value · Income Small Cap Explorer Small Value Concentrated Explorer Small Value |
View Focused Strategy Resources → |
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All strategy documents are provided for informational purposes. ETF and mutual fund documents are hosted by Applied Finance Funds and open in a new window.
