The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AVLV’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the AVLV management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of AVLV’s parent organization’s priorities and whether they’re in line with investors’ interests.
A different approach to value investing.
Daniel Sotiroff
Associate Director
Summary
Avantis US Large Cap Value combines the value and profitability risk factors in an attractive way that should help it outperform most Morningstar Category peers.