Market Cap: $516.2K
Market Cap: $516.2K
Open
$24.785
Prev. Close
$25.80
High
$24.785
Low
$24.60
The Applied Finance IVS International SMID ETF (IVSX) is an actively managed fund dedicated to identifying growth opportunities within small and medium-sized enterprises located in developed nations outside of North America. The fund's advisor employs a thorough fundamental analysis process, leveraging exclusive research, distinct valuation models, and its proprietary Intrinsic Value Stewardship (IVS) framework to select equities with significant return potential. Key considerations during this selection include a company's intrinsic value, expansion prospects, financial health, and overall business strategy. This ETF typically holds a diverse portfolio of at least 150 positions, diversified across numerous countries and industry sectors. However, the management retains the flexibility to strategically increase its exposure to specific holdings if its comprehensive research warrants such a concentration. The advisor is committed to divesting positions when they no longer present attractive investment prospects or if their size becomes excessively large relative to the overall portfolio.
