AVUQ

AVUQ takes an active, high-conviction approach to investing in high-quality US large-cap growth equities, emphasizing strong profitability metrics and attractive valuations relative to company financials. Security selection prioritizes firms with higher price-to-book ratios or those included in the MSCI USA Growth IMI Index. The portfolio managers combine reported and estimated financial data, including cash flows, book value, and accruals. Additionally, they also consider key factors like headquarters location, revenue sources, and index classification. Using market capitalization as a baseline, the fund adjusts weightings based on profitability, valuation, and other performance indicators, overweighting high-quality stocks while underweighting or excluding lower-quality names. As an actively managed fund, buy and sell decisions are based on continuous market and financial analysis.