The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AVUS’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the AVUS management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of AVUS’s parent organization’s priorities and whether they’re in line with investors’ interests.
Modest value exposure has paid off.
Daniel Sotiroff
Senior Analyst
Summary
Avantis US Equity is a well-diversified strategy with some mild factor tilts that should help it outperform the Russell 1000 Index.