Coming Spring 2027: Two new Longview ETFs launching through Section 351 conversions (LVUS & HEXX)

LVUSUS Equity ETF
EBIUS Equity ETF
HEXXExpected Return ETF
LVIGFixed Income ETF
HEXX — Expected Launch Spring 2027 A focused approach to expected returns Uses market prices and company fundamentals to evaluate expected returns based on valuation theory through the relationship between value and profitability
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Expected return is the focus. 
The style box is just a proxy.

Traditional small value strategies begin with a style box category. HEXX begins with expected return, jointly evaluating value and profitability to identify attractive stocks wherever they appear, rather than confining the portfolio to a single category.

Rather than predicting the future, HEXX trusts the information already reflected in market prices and solves for the return investors are demanding. Expected return is an estimate, not a promise. Higher expected returns involve greater risk, and realized returns may differ materially from expectations.

351
Exchange Opportunity

Unlock Improved Diversification Tax-Deferred with a 351 Conversion

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HEXX Difference

Key Advantages of HEXX — Expected Return ETF

Designed to pursue higher expected returns with lower costs and efficient implementation.

Grounded in Academic Evidence

Builds on decades of asset pricing research, from size and value to profitability, to target expected returns directly.

Beyond the Style Box:

Jointly evaluates value and profitability, along with size, investment, and profitability growth, to find the stocks with the most attractive expected returns based on valuation theory. Not just stocks in a pre-defined style box.

Low Cost

At 0.17%*, HEXX’s expense ratio is 63% below the average fee for small-cap value equity ETFs.

Nimble Daily Process

Uses current prices and daily portfolio management in an effort to keep the portfolio aligned with higher expected return opportunities.

Designed to Limit Premium Drag

Large managers can take months or years to reach target weights in less liquid stocks. HEXX is built to implement efficiently so more of the premiums reach investors.

Explore the HEXX Framework (PDF)The Hunt for Expected Returns (PDF)

* The gross expense ratio for the strategy is 0.35%. Hill Investment Group Partners, LLC d/b/a Longview Research Partners (the “Adviser”) has contractually agreed to limit the management fees charged to the Fund to 0.07% of the Fund’s average daily net assets, equating to a net expense ratio of 0.17%. This contractual limitation is in effect until December 31, 2027 and may not be terminated prior to that date without approval of the Board of Trustees (the “Board”) of The RBB Fund Trust (the “Trust”).

For Financial Professionals

Explore a tax-efficient path into HEXX through a Section 351 exchange

Let’s talk about whether it makes sense for your clients.

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