BSVO
EA Bridgeway Omni Small-Cap Value ETF
📎 Investment Objective
The EA Bridgeway Omni Small-Cap Value ETF (BSVO) seeks to provide long-term capital appreciation by investing in a diversified portfolio of small-capitalization value stocks.
Overview
ETF tracking EA Bridgeway Omni Small-Cap Value ETF
Performance
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Investment Summary
📎 Investment Objective
The EA Bridgeway Omni Small-Cap Value ETF (BSVO) seeks to provide long-term capital appreciation by investing in a diversified portfolio of small-capitalization value stocks.
🎯 Investment Strategy
The fund employs a multi-factor quantitative model to identify small-cap companies that are undervalued relative to their fundamentals. The portfolio is broadly diversified across sectors and industries to manage risk.
✨ Key Features
- Focuses on small-cap value stocks, which have historically outperformed the broader market over the long term
- Utilizes a quantitative, multi-factor approach to stock selection to identify undervalued companies
- Diversified portfolio across sectors and industries to manage risk
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Small-cap stocks may be more volatile and less liquid than large-cap stocks
- Value investing style may underperform growth styles at times
- Quantitative models may not always accurately identify undervalued companies
- Broad market or economic conditions may negatively impact small-cap stocks
👤 Best For
The EA Bridgeway Omni Small-Cap Value ETF may be suitable for long-term investors seeking exposure to small-cap value stocks as part of a diversified portfolio. Investors should have a higher risk tolerance and a long-term investment horizon to potentially benefit from the fund's strategy.