IVSX uses proprietary valuation models in researching small- and mid-cap companies in developed markets outside of North America, aiming for growth through fundamental analysis. The funds adviser uses proprietary research, valuation models, and its Intrinsic Value Stewardship (IVS) model to select stocks with strong return potential, considering factors like valuation, growth, profitability, and business strategy. The Fund is actively managed, typically holds at least 150 positions across multiple countries and sectors, but may concentrate more on certain holdings if justified by its research. The adviser sells positions if they no longer offer compelling investment opportunities or become too large relative to the portfolio.

فئة الأصول

Equity

الجهة المصدرة

Applied Finance

موطن التسجيل

US

تاريخ التأسيس

19 فبراير 2026

ISIN

US26923W3060