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 | Focused Strategies | |
Intrinsic Value Stewardship | Active Stock Selection | |
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. | 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. | |
| 250–600 holdings ETF wrappers Global allocation | 35–150 holdings Mutual Funds SMA | |
US IVS US Large Cap Core IVS US SMID Cap Core International IVS International Large Cap Core IVS International SMID Cap Core | Large Cap Valuation 50 Large Value Valuation Dividend Large Value · Income Small Cap Explorer Small Value Concentrated Explorer Small Value | |
| View IVS Strategy Resources → | View Focused Strategy Resources → |
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.