HVALALPS Hillman Active Value ETF
HVAL Fund Description
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 Portfolio Data
HVAL Index Data
HVAL Portfolio Management
HVAL Tax Exposures
HVAL Fund Structure
HVAL Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of HVAL. HVAL is rated a N/A out of 5.
HVAL Top 10 Holdings[View All]
HVAL Economic Development
HVAL Performance Statistics
HVAL Benchmark Comparison Summary
HVAL 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.