5 min readBy Ron Koren ETF Insider
How does the GVLU ETF work?
The GVLU ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.
The Good Value ETF (GVLU) is managed by Gotham Asset Management, LLC, an experienced investment sub-adviser. GVLU is an actively-managed exchange-traded fund that focuses on mid- to large-capitalization companies selected from a pool of the largest 1,400 companies listed on U.S. stock exchanges by market capitalization. Gotham Asset Management employs a systematic, bottom-up valuation approach, emphasizing fundamentals like recurring earnings, cash flows, capital efficiency, capital structure, and valuation. This approach allows
The Global Value ETF (GVLU) primarily focuses on value investing, but it also offers a dividend distribution strategy to its investors. Dividends are typically distributed on a quarterly basis and are influenced by the performance and dividend policies of the 400-600 mid- to large-capitalization companies in the ETF's portfolio. GVLU follows a systematic, bottom-up valuation approach to identify undervalued companies, making it a potential choice for investors seeking both value appreciation and dividend income.
The GVLU Tracking ETF is designed to closely follow the investment strategy of Gotham Asset Management, LLC, the fund's investment sub-adviser. This actively managed exchange-traded fund aims to achieve its objective by investing in equity securities of 400-600 mid- to large-capitalization companies from a selection of the largest 1,400 companies listed on U.S. stock exchanges based on market capitalization. The fund employs Gotham's valuation approach, focusing on companies with pricing inefficiencies, and it employs a systematic, bottom-up analysis that assesses fundamentals such as recurring earnings, cash flows, capital efficiency, capital structure, and valuation. GVLU Tracking actively rebalances its portfolio, potentially resulting in high portfolio turnover, as it aims to capitalize on value opportunities in the market.
The correlation aspect of the Gotham Enhanced 500 ETF (GVLU) is a key factor in understanding its performance. This actively-managed ETF seeks to achieve its investment objective by investing in mid- to large-capitalization companies listed on U.S. stock exchanges, with a focus on value-based investing. While the correlation of GVLU with the broader market may vary over time due to its active management and value-oriented strategy, it typically exhibits a moderate correlation with the overall U.S. equity market. This correlation information is valuable for investors looking to gauge how GVLU behaves in relation to broader market trends.
The Global Value ETF (GVLU) primarily focuses on the value sector. This actively-managed exchange-traded fund seeks to achieve its investment objective by investing in equity securities of mid- to large-capitalization companies chosen from a universe of the largest 1,400 companies listed on U.S. stock exchanges. The fund's strategy, implemented by Gotham Asset Management, LLC, emphasizes identifying companies that appear to be undervalued based on a systematic, bottom-up, valuation approach. By targeting value-oriented companies, GVLU aims to benefit from pricing inefficiencies in the market, potentially offering investors opportunities for capital appreciation over time. However, it's important to note that value investing strategies can also carry higher risk profiles due to their concentration in specific sectors or industries.
The exposure of the Global Value ETF (GVLU) centers around global value stocks, seeking to provide investors with opportunities in undervalued companies across various markets and regions. GVLU''s portfolio is strategically designed to capture value-driven potential, aiming to deliver returns based on the perceived intrinsic value of the selected securities. For a comprehensive understanding of GVLU''s exposure to different markets, regions, and sectors, investors can leverage the ETF Insider web app. This powerful tool offers a detailed exploration of GVLU''s holdings, allowing investors to visualize exposure, correlations, and overlaps with ease, thereby aiding in making well-informed investment decisions tailored to their financial objectives.
ETF Insider is a data-driven portfolio analytics and optimization platform that introduces a more efficient and practical way to visualize, analyze and optimize portfolios.
Rather than focusing on the surface-level attributes of ETFs and Mutual Funds, ETF Insider goes deeper by examining the underlying holdings of exchange traded products.
By organizing and structuring that data, investors can easily navigate within their overlapping layers.
This innovative perspective combined with modern data visualization and modeling tools, provides an entirely new approach to portfolio optimization that can quickly expose both portfolio inefficiencies and opportunities.
5 min readThe GVLU ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.
4 min readThe YUMY ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.
4 min readDiscover the top Distillate ETFs that offer investors exposure to the growing distillate industry. These ETFs provide a diversified portfolio of companies involved in the production, refining, and distribution of various distillate products such as gasoline, diesel, and jet fuel. Explore the article to find out which Distillate ETFs are worth considering for potential investment opportunities.
ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.
