Transparent Value combines the characteristics of passive and active investing into
a single investment product that aims to provide transparency and consistent performance
with a competitive fee structure.
Our research suggests that there are limited opportunities for excess returns over
time through active management, particularly in the large-cap market segment. In
addition, we believe recent market activity has highlighted the potential weakness
in traditional active equity strategies.
The characteristics listed above are for illustration purposes only.
The list is not exhaustive and there is no guarantee that some or even any of the
characteristics listed above will be included in any Transparent Value investment
product, or that the characteristics will necessarily translate into investment performance. The TV Investment Methodology is not suitable for all investors.
*Liquid Portfolios Transparent Value considers portfolios to be liquid if they
invest in publicly traded securities on a national securities exchange.
^Unique Investment Philosophy- Transparent Value's RBP® and RBP®
probability methodologies are the subject of a patent application filed with the
United States Trademark and Patent Office.
No Manager Dependence - Transparent Value Funds are based on indexes. Transparent Value's portfolio managers have no selection discretion.
The funds seek to track a quantitative strategy index and, as a result, the funds may have a lower return.
Contact us, if you are interested in learning more about Transparent Value Mutual Funds.
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