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LSV

LSV Parent Rating

Above Average

LSV Asset Management's steadfast commitment to its research-driven, quantitative approach to value-equity investing earns the firm an Above Average Parent rating.

An estimated USD 20 billion poured out of LSV’s managed assets between 2020 and 2021, during which its deep-value investment approach faced style headwinds. Value stocks proved resilient amid 2022’s market selloff, however, and the firm had USD 92 billion under management across a global base of mostly institutional clients as of March 2023.

The firm boasts a lean product lineup and scrutinizes new launches. It began offering an emerging-markets-oriented strategy as a mutual fund in 2019 after running the strategy as a separate account for well over a decade. LSV accommodates client requests to include environmental, social, and governance considerations in institutional portfolios but doesn’t offer such products in a fund vehicle, owing to ESG-data skepticism.

Retention has been a hallmark of the firm’s investment team, which has had no departures since cofounder Robert Vishny retired in 2008. The firm’s investment-driven culture and partnership structure underpin its ability to retain investment talent. The firm is majority employee-owned, with cofounder Josef Lakonishok retaining the greatest portion. SEI Investments SEIC has maintained its roughly 39% stake through the years, though modest changes occur when new partners buy in.

LSV Investments

Mutual Funds

See All LSV Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

2.18 Bil

Investment Flows (TTM)

−188.27 Mil

Asset Growth Rate (TTM)

−9.83%

# of Share Classes

14
Morningstar Rating # of Share Classes
2
1
5
5
1
Not Rated 0

Morningstar Mentions

These mutual funds and ETFs focus on small-company stocks and earn Morningstar Medalist Ratings of Gold heading into 2024.

Quick Definitions: Key Morningstar Terms

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