TCV
Towle Value ETF
📎 Investment Objective
The Towle Value ETF (TCV) seeks to provide long-term capital appreciation by investing in a portfolio of undervalued U.S. equities.
Overview
ETF tracking Towle Value ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Towle Value ETF (TCV) seeks to provide long-term capital appreciation by investing in a portfolio of undervalued U.S. equities.
🎯 Investment Strategy
The fund follows a value-oriented investment approach, seeking to identify companies that are trading at a discount to their intrinsic value. The portfolio managers use fundamental analysis to select stocks they believe are underpriced by the market.
✨ Key Features
- Focuses on U.S. large-cap value stocks
- Actively managed portfolio aiming to outperform the broader market
- Concentrated portfolio with a limited number of holdings
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Concentration risk: The fund's performance may be more volatile due to its concentrated portfolio
- Value investing risk: The fund's value-oriented approach may underperform growth-oriented strategies at times
- Liquidity risk: The fund may have difficulty selling certain holdings, especially in volatile markets
👤 Best For
The Towle Value ETF may be suitable for long-term investors seeking exposure to undervalued U.S. large-cap stocks as part of a diversified portfolio. Investors should have a higher risk tolerance and a long-term investment horizon to weather potential periods of underperformance.