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 .