Elevate Your Investments with The Longview Advantage ETF
Benefit from tax-free diversification at launch, plus a dynamic value tilt and real momentum exposure. The Longview Advantage ETF is for investors seeking an approach that embraces modern research. Embrace evidence-based investing with a fund designed for efficiency and performance.
Join our consortium of forward-thinking advisors today.
Unlock a Tax-Free Transfer to diversify holdings with a 351 Conversion at Launch
In this video, we explore how The Longview Advantage ETF was created by developing an innovative approach with efficient execution. Our mission is to offer the most compelling ideas in evidence-based investing in a fact-based, no-frills style. (3:20 min)
Six Key Advantages of The Longview Advantage ETF
Explore how we use our innovative approach to help leverage valuation timing, momentum tilt, and an unconstrained construction in an effort to seek optimal returns. We believe you will benefit from our low management fee of 15 bps, efficient management and our commitment to client outcomes.
Valuation Timing
The value spread tells a story that advisors don’t have to ignore. Our “Sin a Little” feature, inspired by research, carefully balances valuation timing in order to seek enhanced returns.
We aim to provide higher potential expected returns by leaning more into value when we are paid for it and deviating less from the market when we aren’t.
Momentum Tilt
Momentum is where recent winners tend to continue to outperform, while recent losers tend to continue to underperform. This phenomenon is short-lived and thus is more efficiently captured by managers with fewer assets that can be nimble.
Investors’ Expected Return
Our data-driven approach focuses on solving for expected returns, similar to what other evidence-based firms do in terms of fixed income. Risk and return are related. We are using the information in prices and fundamentals (like profitability, value, asset growth, etc) to inform us which stocks investors are demanding a higher return to hold.
This method aims to maximize potential returns while attempting to effectively mitigate risk.
Efficient Management
With a smaller assets under management, Longview strives for faster and more effective management, enabling us to pursue premiums more efficiently. This agility allows us to capitalize on opportunities and capture more of the premium by quickly getting in and out of positions.
Explore more in our premium drag article:
No Frills, Low Fees
We offer a higher-tilt total market solution at competitive fees by avoiding bloated sales teams and unnecessary frills. We believe this no-nonsense approach allows for more of your investment to work for you.
Unconstrained Approach
Free from the limitations of traditional style boxes, our fund leverages a flexible investment strategy. This unconstrained approach allows us to explore all opportunities.
We are actively interviewing firms for the 351 exchange opportunity and for those interested in using EBI as a standard part of their allocation.
Learn more here and by registering for our updates from us here