BSVO EA Bridgeway Omni Small-Cap Value ETF
What is BSVO?
BSVO is an actively managed, broad, and diverse portfolio of US-listed, small-cap stocks that appear fundamentally undervalued and have environmental, social, and governance attributes as perceived by the fund adviser.
BSVO Factset Analytics Insight
BSVO’s adviser builds a broad and diverse list of 600-700 US-listed, small-cap stocks believed to be positioned for outperformance, while intending to provide the risk and return characteristics similar to the overall small-cap value market. In constructing the portfolio, the adviser uses an evidence-based approach to identify companies with attractive financials. The typical valuation metrics are considered such as, price to book, price to sales, price to earnings, and others. Utilizing third-party research, companies are evaluated for ESG attributes. A good ESG rating has increased weighting in the adviser’s strategy, and vice versa. The adviser combines this with a market capitalization approach to limit single-stock and ESG risk. As a result, stocks selected are those in which market capitalization is in the lowest 10% and perceived to be trading at significant discounts than the market.
BSVO Summary Data
BSVO Portfolio Data
BSVO Index Data
BSVO Portfolio Management
BSVO Tax Exposures
BSVO Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of BSVO. BSVO is rated a N/A out of 5.
BSVO Sector/Industry Breakdown
BSVO Top 10 Holdings
BSVO Performance Statistics
BSVO Economic Development
BSVO Benchmark Comparison Summary
BSVO Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.