QUVU

QUVU aims to maintain a portfolio of value-oriented stocks from the US. Although there are no market cap restrictions, the fund tends to focus on large-cap companies. The sub-adviser curates the portfolio by seeking out stocks that appear underrated by the market. Specifically, it uses fundamental research to select companies perceived as undervalued market leaders, out-of-favor companies, and those with improving supply/demand dynamics. Emphasis is placed on companies that prioritize dividends and commitments to shareholders, along with their ability to sustain or improve their operating activities. As part of the investment process, the sub-adviser considers ESG factors. On October 16, 2023, the fund converted into an ETF structure with $220.98 million in assets.