HVAL ALPS Hillman Active Value ETF
What is HVAL?
HVAL actively selects large-cap US equities believed to be value stocks with sustainable competitive advantage. Holdings are approximately equally weighted.
HVAL Factset Analytics Insight
HVAL is an actively-managed fund that will invest in undervalued large-cap companies in the US that are believed to have competitive advantages. In selecting constituents, the fund advisor begins with building and maintaining a proprietary qualified investment universe based on minimum market-cap requirements and qualitative analysis of each company including industry dominance, management prowess, pricing and purchasing power, competitive advantages, financial flexibility, product and services quality, and brand value. Eligible securities are then further evaluated based on quantitative measures that will determine their ranking among the eligible universe. These measures include calculating each company’s discounted cash flow, P/B ratio, and P/S ratio. The top 45 stocks are then selected and are approximately equally weighted and rebalanced on an as needed basis.
HVAL Summary Data
Peers
Fund Flows
HVAL Portfolio Data
HVAL Index Data
HVAL Portfolio Management
HVAL Tax Exposures
HVAL Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of HVAL. HVAL is rated a 4 out of 5.
HVAL Tradability
HVAL Sector/Industry Breakdown
Benchmark
HVAL Top 10 Holdings
HVAL Performance Statistics
HVAL Countries
Benchmark
HVAL Regions
Benchmark
HVAL Economic Development
Benchmark
HVAL Benchmark Comparison Summary
Benchmark
HVAL Benchmark Comparison Market Cap Size
Benchmark
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.
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.