QVAL ISSUER
The QVAL ETF is managed by Empowered Funds, LLC, operating as EA Advisers, which serves as the investment advisor for the fund. Empowered Funds employs a unique, proprietary methodology developed by its parent company, Empirical Finance, LLC, also known as Alpha Architect. This methodology utilizes a multi-step, quantitative, rules-based approach to identify undervalued U.S. equity securities with the potential for capital appreciation. The advisor applies stringent screens to eliminate potential value traps and employs a value-centric metric known as the enterprise multiple to select companies trading at favorable valuations. As of September 30, 2022, the QVAL ETF held significant exposures in Energy, Materials, and Consumer Discretionary sectors, showcasing its distinct investment strategy.
QVAL DIVIDEND
The Alpha Architect Quantitative Value ETF (QVAL) focuses on capturing the potential for capital appreciation by investing in undervalued U.S. equity securities. QVAL's investment strategy employs a multi-step, quantitative, rules-based methodology to identify companies trading below their perceived intrinsic worth. This approach targets undervalued stocks with the potential for growth, making QVAL a dividend-focused ETF that seeks to benefit from both value-driven metrics and potential future capital gains.
QVAL TRACKING
The QVAL ETF, managed by Empowered Funds, LLC, employs a quantitative methodology developed by Alpha Architect to actively select undervalued U.S. equity securities with potential for appreciation. By utilizing proprietary screens and value-centric metrics like the enterprise multiple, QVAL identifies companies trading below their perceived intrinsic value. As of September 30, 2022, QVAL had notable tracking to the Energy sector (38.7%), Materials sector (23.2%), and Consumer Discretionary sector (20.1%), emphasizing its focus on these areas for potential growth.
QVAL CORRELATION
The Alpha Architect U.S. Quantitative Value ETF (QVAL) seeks to capitalize on undervalued U.S. equity securities through a rules-based, quantitative investment approach. The fund's strategy involves identifying companies trading at prices below their perceived intrinsic value and incorporating various value-centric metrics. By emphasizing the enterprise multiple and other value indicators, QVAL aims to construct a portfolio of potentially undervalued stocks. As of September 30, 2022, QVAL had notable sector exposures in Energy (38.7%), Materials (23.2%), and Consumer Discretionary (20.1%). The fund's correlation with broader market indices and other relevant benchmarks would shed light on how its value-driven strategy aligns with overall market trends.
QVAL SECTOR
The Alpha Architect U.S. Quantitative Value ETF (QVAL) employs an active management strategy to identify undervalued U.S. equity securities with the potential for capital appreciation. As of September 30, 2022, the fund had significant exposures to the following sectors: Energy (38.7%), Materials (23.2%), and Consumer Discretionary (20.1%). QVAL's investment approach focuses on these sectors, aiming to capitalize on value-centric metrics like enterprise multiples and quality screens to select a portfolio of stocks that exhibit attractive potential within this sectoral framework.
QVAL EXPOSURE
The Alpha Architect's ValueShares U.S. Quantitative Value ETF (QVAL) is designed to capture exposure to undervalued U.S. equity securities with the potential for capital appreciation. QVAL's investment strategy involves an active, quantitative, rules-based approach to identify approximately 50 to 100 undervalued stocks. As of September 2022, the fund's notable exposures include Energy (38.7%), Materials (23.2%), and Consumer Discretionary (20.1%), reflecting its emphasis on specific sectors in pursuit of value-centric opportunities.
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