Today, LSV Asset Management launched the LSV Disciplined Value ETF.
The fund aims to provide capital growth with a long-term time horizon for its investors. This actively managed ETF has a net expense ratio of 40 basis points.
Traditionally, at least 80% of the net assets for LSVD will be invested in equities. This equity selection will primarily focus on common stocks. The ETF may invest in companies of any size. But it mainly focuses on those with a market cap of $1 billion or higher at the time of purchase.
Drilling Down on Value
As the fund’s title may already imply, LSVD applies a value-oriented approach to its investment process. LSV Asset Management looks to pick stocks currently undervalued by the broader market. Specifically, the ETF looks for undervalued stocks that are already beginning to show some signs of recent improvement.
LSV Asset Management uses a quantitative investment model to better make decisions for the fund. This model scrutinizes securities and ranks them based on fundamental value measurements, along with indicators of near-term improvement.
Once the ranking is set, the model picks higher-ranked stocks to buy while possibly selling stocks of companies that have dropped in the rankings.
With the macro environment of 2025 weighing on the minds of some investors, it can make sense to opt for a value-oriented equity strategy. Many economic experts forecast that equity returns may broaden next year, creating a stronger opportunity for capital appreciation.
This return potential is only bolstered by LSVD’s active portfolio team. Actively managed ETFs can be much more adaptable to economic movements than traditional indexing strategies.
By investing in LSVD, traders and advisors can tap into the extensive experience of the LSV Asset Management team. Founded in 1994, LSV offers a proven track record for providing value equity strategies for its investors.
For more information, please visit VettaFi.com | ETF Trends.
