CVAR Fund Description
CVAR is an actively managed fund that combines top-down and bottom-up analysis to select undervalued, US-listed stocks from a broad spectrum of industries and market-caps.
CVAR Factset Analytics Insight
CVAR essentially combines a top-down and bottom-up analysis with an active management strategy to construct a portfolio of US-listed equities it believes are undervalued by other participants in the market. In selecting components for the portfolio, the fund uses a quantitative valuation assessment that utilizes a discounted cash flow model to assess each security’s estimated intrinsic value. Next, individual securities pass through a multi-layered review to determine their buy and sell target, where they are purchased if they are at a 20 to 40 percent discount to their calculated intrinsic value. Once target prices are set, they are continuously monitored to inform acquisition and divestiture processes. Top-down, macro valuation factors are also considered to adjust exposure of certain securities and sectors based on the overall macro outlook for equity markets. The fund typically selects 50 to 100 securities across a diversified range of industries.
CVAR Summary Data
CVAR Portfolio Data
CVAR Index Data
CVAR Portfolio Management
CVAR Tax Exposures
CVAR Fund Structure
CVAR Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of CVAR. CVAR is rated a N/A out of 5.
CVAR Economic Development
CVAR Performance Statistics
CVAR Benchmark Comparison Summary
CVAR 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.