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QVAL ETF earns 11.41% return since-inception

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QVAL, the systematic, transparent, active value investing ETF, posted a 6.08% Net Asset Value return YTD (as of 31 March, 2015), and a 11.41% Net Asset Value return since-inception (October 22, 2014).

This compares favourably with S&P 500 Value Index, which recorded a 0.95% return YTD and 8.31% since-inception. 

According to Morningstar’s ETF Strategist Samuel Lee: “QVAL is one of the best performing value funds in the Morningstar Direct database, both on a YTD and since-inception basis. Of course, we never want to extrapolate short-term performance far into the future, but the concentrated value investing fund is certainly off to a great start.”

The performance data quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than their original cost. Current performance may be higher or lower than the performance quoted. Market price returns are based upon the midpoint of the bid/ask spread at 4:00 Eastern Time and do not represent the returns you would receive if you traded shares at other times.

Founder and CIO Dr Wesley Gray, PhD says: “While our clients are thrilled with our strong performance, we continue to communicate to them that our active value strategy does not seek to replicate the performance of a passive index. Our strategy is volatile and success in our strategy may require a long-term horizon (5+ years) and a willingness to deviate from the herd. Closet-indexers need not apply.

“The typical QVAL investor understands the potential long-term benefits of a concentrated, Warren Buffett-style value investing approach. Accepting large deviations in performance relative to benchmarks and focusing on cheap companies with strong fundamentals requires a strong stomach at times, but is crucial if one’s desired outcome differs from what could be achieved through exposure to a benchmark.”

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