INVESTMENT THESIS

INVESTMENT THESIS

The American Conservative Values ETF (NYSE Ticker: ACVF) is based on the conviction that politically active companies negatively impact their shareholder returns, as well as support issues and causes that are opposed to conservative political ideals, beliefs and values. 

The misallocation of resources is a strong indication that the company’s managers are not solely focused on maximizing shareholder value. As such the Adviser believes such companies constitute poor long-term investment opportunities when compared to companies which focus solely on shareholder value and are consequently avoided.

INVESTMENT PROCESS

ACVF is actively managed and seeks to boycott ownership of companies which the Adviser determines as hostile to conservative values. The companies are identified as having a negative reputation among politically conservative investors, engage in business activities which alienate politically conservative customers and employees, and disproportionately show support of liberal causes.

Given the qualitative and quantitative analysis required to determine a company’s alignment with conservative values, the Adviser has considerable discretion regarding the selection of securities. Companies are continually evaluated by the Adviser for portfolio exclusion or inclusion.

The ETF’s portfolio is expected to be broadly diversified with exposure to growth and value as well as to all economic sectors. The ETF seeks to manage active risk to benchmarks such as the Russell 1000 and S&P 500 .

Conservative Values

ACVF refuses to invest in the companies most at risk to the “woke/liberal agenda” and what we believe is a wasteful misallocation of investors’ capital.

Invest With Integrity

ACVF acts with a sense of purpose and advocacy in eliminating the worst-offending liberal companies from its Large-Cap portfolio

Power of Market Forces

ACVF endeavors to balance performance competitive with benchmarks such as the S&P 500 and Russell 1000.

Expertise You Can Trust

ACVF’s management team has extensive investment management experience. ACVF is an actively managed, broadly diversified ETF, with integrated risk controls.

Shareholder Advocacy*

ACVF’s shareholder engagement targets corporate initiatives that appear to prioritize activities beyond the interests of the shareholders