Announcing the Launch of LVIG
We are excited to share that the Longview Advantage Fixed Income ETF (LVIG) officially launched on March 9th. As of March 31st, the fund has already reached $90 million in assets, reflecting strong early interest from advisors and investors.
LVIG is designed to provide exposure to the key drivers of fixed income returns, term and credit, through a flexible, evidence-based approach. The strategy dynamically allocates across fixed income ETFs and incorporates a rotation process designed to reduce income distributions and improve after-tax compounding.
For investors, this means maintaining the same core fixed-income exposure while minimizing the frictions created by frequent income payouts, such as cash drag and taxes.
We recently sat down with Nasdaq’s Just for Funds to walk through the strategy, its origin, and how it works in practice. You can watch the full discussion below:
As always, if you would like to learn more about how LVIG may fit within client portfolios, we would welcome the conversation.
You should consider the investment objectives, risks, and charges and expenses carefully before you invest in the Longview Advantage Fund (the “Fund”). The Fund’s prospectus or summary prospectus, which can be obtained by visiting www.longviewresearchpartners.com, contains this and other information about the fund, and should be read carefully before investing.
Investing involves risk, including possible loss of principal.
Fixed Income Securities Risk. Fixed-income securities are subject to the risk of the issuer’s inability to meet principal and interest payments on its obligations (i.e., credit risk) and are subject to price volatility resulting from, among other things, interest rate sensitivity, market perception of the creditworthiness of the issuer, willingness of broker-dealers and other market participants to make markets in the applicable securities, and general market liquidity.
Distributed by Quasar Distributors, LLC. Quasar is not related to Hill Investment Group Partners, LLC d/b/a Longview Research Partners, the fund’s Investment Adviser.
