A Deep-Value Small-Cap Fund
LSV Small Cap Value's disciplined process, deep bench, and reasonable fees gives us confidence it can continue to benefit investors over the long haul.
LSV Small Cap Value's disciplined process, deep bench, and reasonable fees gives us confidence it can continue to benefit investors over the long haul.
For investors seeking deep-value small-cap exposure, LSV Small Cap Value is an attractive choice. The fund earns a Morningstar Analyst Rating of Silver for its disciplined process and the depth of its bench.
A systematic approach rooted in academic research is used to try and identify attractively valued, small-cap names. Their model is run daily and looks for small-cap names with attractive earnings and valuations but that have recently underperformed. While the model is run daily, the team trades far less frequently and their long-term approach results in turnover that is well below its average small-value Morningstar Category peer. The team’s approach also pushes it into deep-value territory and results in above-average standard deviation relative to peers. Despite its higher risk profile, the fund has consistently delivered attractive risk-adjusted results over the long haul.
Linda Abu Mushrefova does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.