GVLU

GVLU selects 400-600 large- and mid-cap value stocks from a universe of the largest 1,400 companies listed on US stock exchanges. The fund utilizes a systematic, bottom-up valuation approach, based on a proprietary analytical framework, consisting of research and analysis in accordance to a methodology that emphasizes fundamentals. Companies that appear to be undervalued or overvalued are identified and screened, both on an absolute and relative basis. Subject to pre-specified risk and diversification constraints, the portfolio's weighting tilts towards stocks perceived to be priced at the largest discount. Holdings are generally rebalanced at least monthly, but can be as often as daily. The portfolio managers have full discretion to buy, sell, and hold securities at any time.