 Affinity
Conductor Global Equity Value ETF (CGV) is an actively managed
exchange-traded fund that invests in global companies with undervalued
stocks, or companies that the fund's management team believes have the
potential for future growth. The fund's investment strategy focuses on
the value investing philosophy, which emphasizes investing in
companies with low prices relative to their earnings or other
financial metrics.
The fund's management team employs a
proprietary investment process that includes fundamental analysis,
quantitative modeling, and risk management techniques to identify
undervalued stocks with long-term growth potential. The portfolio is
diversified across sectors, regions, and market capitalizations, and
typically holds 50-75 positions.
CGV is managed by Affinity
Asset Advisors, which was founded in 2007 and is based in San
Francisco, California. The fund was launched on December 10, 2020, and
has an expense ratio of 0.90%. As of March 23, 2023, the fund has $7.2
million in assets under management.
Investors in CGV should be
aware that actively managed funds may have higher fees than passive
index funds, and that the fund's performance will depend on the
success of its investment strategy and the skills of its management
team. Additionally, investments in international stocks may be subject
to currency fluctuations, geopolitical risks, and other economic and
political factors that may impact their performance.
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