Applied Finance IVS International SMID ETF (IVSX): ETF
ETF traded on XNAS under symbol IVSX. Quoted in usd.
Applied Finance IVS International SMID ETF
The Applied Finance IVS International SMID ETF (IVSX) is an actively managed fund dedicated to identifying growth opportunities within small and medium-sized enterprises located in developed nations outside of North America. The fund's advisor employs a thorough fundamental analysis process, leveraging exclusive research, distinct valuation models, and its proprietary Intrinsic Value Stewardship (IVS) framework to select equities with significant return potential. Key considerations during this selection include a company's intrinsic value, expansion prospects, financial health, and overall business strategy. This ETF typically holds a diverse portfolio of at least 150 positions, diversified across numerous countries and industry sectors. However, the management retains the flexibility to strategically increase its exposure to specific holdings if its comprehensive research warrants such a concentration. The advisor is committed to divesting positions when they no longer present attractive investment prospects or if their size becomes excessively large relative to the overall portfolio.
Largest holdings
- Leopalace21 Corporation1.83%
- EDEN EDENRED1.64%
- ONO PHARMA1.62%
- RELO GROUP INC1.60%
- LOTTOMATICA GROUP SPA1.51%
- SQN.SW SWISSQUOTE GROUP HOLDING SA1.50%
- TEMENOS GROUP AG-REG1.15%
- PERSOL HOLDINGS CO LTD /JPY/1.11%
- STJ ST JAMESS PLACE PLC1.08%
- CTS EVENTIM AG & CO KGAA1.05%
30d
288
60d
557
90d
473