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Beyond Boycotting and Divestment

advocacy

Our shareholder advocacy strategy reinforces our investment thesis, which is based on the conviction that politically active companies negatively impact shareholder returns and support issues and causes that conflict with conservative political ideals, beliefs and values.

ACVF strongly believes the economic tool of denying companies capital is a powerful and immediate impetus for management to focus on business. 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.

Beyond excluding the companies perceived to be most hostile to conservative values from ACVF’s portfolio (The Worst of the Worst). Our belief is that shareholder advocacy can positively impact the long term corporate performance of the companies we do own.

Shareholder Engagement

ACVF’s shareholder proposals seek to target corporate initiatives that appear to prioritize activities beyond the interests of the shareholders. Our goal is to limit the financial impact of political speech by executives as well as roll back corporate initiatives that push environmental, social and governance (ESG) policies.

Both formally through governance and informally through outreach, ACVF seeks to combine its advocacy efforts with those of other institutional shareholders and groups that share our politically conservative views.

ACVF’s priority is shareholder returns and providing an investment alternative for politically conservative investors. Simply put, ACVF seeks to boycott as many companies hostile to conservative values as possible without sacrificing performance.

Proxy voting

ACVF’s proxy voting takes a strict approach that seeks good governance and maximizes shareholder returns. We look negatively at proposals that subordinate this focus to political agendas. Generally speaking we vote against shareholder proposals (which historically have been ESG biased).


"Aligned advocacy GROUPS**"

that share our politically conservative views

The Free Enterprise Project leads the conservative movement in shareholder activism as shareholder proponents, litigants, legislative reformers, policy experts and shareholder activists. FEP is available to assist people of the center/right to push back against “woke” corporatism that has invaded American enterprise.

The Viewpoint Diversity Score Initiative partners with shareholders, executives, civil society, and policymakers to ensure that powerful corporations respect free speech and religious freedom throughout their services and operations.

TBA

** Ridgeline Research LLC, is not affiliated with these organizations. Their listing should not be viewed as a recommendation or endorsement. By clicking the links above you are leaving the American Conservative Values ETFs website and going to a third party site. Ridgeline Research LLC is not responsible for content on third party sites.

Carefully consider the Fund’s investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Fund’s prospectus and summary prospectus, which may be obtained by visiting ACVETFS.com. Read the prospectus and summary prospectus carefully before investing.

An investment in the Fund is subject to risks, including the possible loss of the principal amount invested. Overall stock market risks may affect the value of individual securities in which the Fund invests. The Fund is actively managed, and the adviser’s investment decisions impact the Fund’s performance. The Fund and adviser are new, and the ETF has only recently commenced operations. This Fund may not be suitable for all investors.

The equity securities in which the Fund invests will generally be those of companies with large market capitalizations. Exchange-Traded Funds (ETFs) trade like stocks, are subject to investment risk, and will fluctuate in market value. Transactions in shares of ETFs will result in brokerage commissions, which will reduce returns. Unlike typical exchange-traded funds, there are no indexes that the Fund attempts to track or replicate. Thus, the ability of the Fund to achieve its objectives will depend on the effectiveness of the portfolio manager. There is no assurance that the investment process will consistently lead to successful investing. The Fund is new and has a limited operating history.

The ACVF Fund is distributed by Foreside Fund Services, LLC.

The Fund is structured as an ETF and as a result, is subject to special risks. Shares are bought and sold at market price (closing price) not net asset value (NAV) and are not individually redeemed from the Fund. Market price returns are based on the midpoint of the bid/ask spread at 4:00 p.m. Eastern Time (when NAV is normally determined) and do not represent the return you would receive if you traded at other times.

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