PZLV is designed for investors wanting a classic value exposure from the US equity market. It specifically invests in undervalued large-cap companies whose market-cap is similar to the constituents of the Russel 1000 at the time of purchase. The actively managed portfolio is comprised of 30 to 80 securities, selected using bottom-up fundamental research, and selling at a substantial discount. The fund will primarily hold US stocks but may have exposure to foreign securities up to 20% through ADRs and USD-denominated securities. It may also hold REITs, LPs, and MLPs. In selecting the constituents, the adviser will conduct a fundamental assessment considering estimated earnings, economic conditions, competitive or pricing pressures, competence of management, and ESG where necessary. The fund seeks long-term capital appreciation.

ประเภทสินทรัพย์

Equity

ผู้ออกกองทุน

Pzena

ประเทศที่จดทะเบียน

US

วันที่จัดตั้ง

1 เม.ย. 2569

ISIN

US00770X1880