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An Excellent Deep-Value Large-Cap Fund

LSV Value Equity earns a Morningstar Analyst Rating of Silver for its seasoned team and proven approach.


Linda Abu Mushrefova: For investors seeking deep-value large cap exposure, LSV Value Equity is an excellent option. The fund earns a Morningstar Analyst Rating of Silver for its seasoned team and proven approach.

The fund benefits from a deep and stable bench. Josef Lakonishok co-founded LSV in 1994 and is supported by 10 additional investment professionals and three academic advisors. Comanager Menno Vermeulen, who created the firm’s proprietary quantitative model in the 1990s, is still responsible for data management and ongoing model enhancements. Together, the team boasts 20-plus years of industry experience, on average, and more than 13 years with the firm. Retention here has been exceptional. They have not seen any departures since 2008, when firm co-founder Robert Vishny retired.

Linda Abu Mushrefova does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.

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