LSV Global Managed Volatility Fund(LVAFX)

$13.36—Stale · unknown old

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LSV Global Managed Volatility Fund(LVAFX)

NASDAQ • Last print unknown ago

$13.36—Stale · unknown old

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LVAFX(LVAFX)

LVAFX

9/16/26

LSV Global Managed Volatility Fund (LVAFX)

Wednesday

9:20 AM

ThesisGrowing investor interest in managed volatility strategies amid market uncertainty is shifting sentiment positively towards LVAFX.

Revenue Outlook

Metric	FY2021	FY2022
Revenue	$28M	$30M
Rev. Growth	-8.8%	+7.6%
EPS	$-1.50	$-0.26
EPS Growth	-189%	+82.7%
P/E	—	—

What’s Driving the Stock

01Recent increase in AUM by 15% over the past quarter indicates growing investor confidence in managed volatility strategies.
02The fund's performance outpacing the S&P 500 by 300 basis points during recent market volatility could attract additional inflows.
03A shift in investor sentiment towards risk-averse strategies as inflation concerns rise could drive demand for the fund.
04Potential regulatory changes favoring active management could enhance the fund's competitive position.
05Increased demand for risk management solutions in volatile markets
06Shift towards active management strategies as investors seek alpha
07Changes in AUM driven by investor inflows or outflows
08Performance relative to benchmarks, particularly during volatile market conditions

FY2022 Snapshot

Revenue: $30M
Rev. Growth: +7.6%
Gross Margin: 100%
Op. Margin: 77.5%
Net Margin: -36.7%
Net Income: $-11M
NI Growth: +82.9%
EPS: $-0.26
1Y Return: +25.0%

LVAFX Chart

My Notes

"Investors are increasingly looking for stability in their portfolios, making managed volatility strategies more attractive."
Moat: The fund's proprietary quantitative models provide a unique edge in identifying low-volatility equities.
growth - The fund appeals to growth-oriented investors seeking lower volatility exposure.
Higher interest rates can lead to reduced demand for equities as fixed-income investments become more attractive…
Watch on earnings: AUM growth rate, Investor inflow/outflow trends, Performance relative to the S&P 500.

One Sentence Summary:

LSV Global Managed Volatility Fund: the setup is constructive — recent increase in aum by 15% over the past quarter indicates growing investor confidence in managed volatility strategies.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2021

FY2022

P/E

—

What’s Driving the Stock

01Recent increase in AUM by 15% over the past quarter indicates growing investor confidence in managed volatility strategies.

02The fund's performance outpacing the S&P 500 by 300 basis points during recent market volatility could attract additional inflows.

03A shift in investor sentiment towards risk-averse strategies as inflation concerns rise could drive demand for the fund.

04Potential regulatory changes favoring active management could enhance the fund's competitive position.

05Increased demand for risk management solutions in volatile markets

06Shift towards active management strategies as investors seek alpha

07Changes in AUM driven by investor inflows or outflows

08Performance relative to benchmarks, particularly during volatile market conditions

My Notes

"Investors are increasingly looking for stability in their portfolios, making managed volatility strategies more attractive."

Moat: The fund's proprietary quantitative models provide a unique edge in identifying low-volatility equities.

growth - The fund appeals to growth-oriented investors seeking lower volatility exposure.

Higher interest rates can lead to reduced demand for equities as fixed-income investments become more attractive…

Watch on earnings: AUM growth rate, Investor inflow/outflow trends, Performance relative to the S&P 500.