You recently had your products listed on Xetra. Why did you choose Xetra?

We were interested in listing on Xetra for its solid reputation as a highly liquid trading venue with fast and secure execution. We were also attracted to the access it provides to the large German ETF market as well as the ability to trade cross-border for international investors. 

What characterizes your newly listed products? What distinguishes them from other ETF issuers?

Avantis’ investment approach is designed to offer the benefits associated with indexing – such as transparency, broad diversification and low fees, but also seeks to emphasize investment in companies with more attractive valuations and profitability characteristics. All Avantis strategies use the same academically sound risk/return framework uniquely designed for Avantis. 

You pursue an active strategy. Where do you see the main advantages for that?

The investment offering harnesses an approach designed to increase expected returns by combining the consistency of indexing with active management’s potential for outperformance. There are many advantages we see in this approach, including a more complete focus on valuations as we make buy and sell decisions, as well as the ability to use up-to-date information each and every day rather than being wed to arbitrary rebalancing schedules.

Disclosure:

This is a marketing communication.

*Expected Returns: Valuation theory shows that the expected return of a stock is a function of its current price, its book equity (assets minus liabilities) and expected future profits, and that the expected return of a bond is a function of its current yield and its expected capital appreciation (depreciation). We use information in current market prices and company financials to identify differences in expected returns among securities, seeking to overweight securities with higher expected returns based on this current market information. Actual returns may be different than expected returns, and there is no guarantee that the strategy will be successful. This material is provided for informational purposes only and does not constitute a recommendation of any investment strategy or product described herein.

This material is directed to professional/institutional clients only and should not be relied upon by retail investors or the public.

The content of this document has not been reviewed by any regulatory authority. The information in this document is general in nature and does not constitute legal, tax, or investment advice. The opinions expressed are those of the investment portfolio team and are no guarantee of the future performance of any Avantis Investors portfolio.

This information is not intended as a personalized recommendation or fiduciary advice and should not be relied upon for investment, accounting, legal or tax advice. References to specific securities are for illustrative purposes only and are not intended as recommendations to purchase or sell securities.

Diversification does not assure a profit nor does it protect against loss of principal.

Investment return and principal value of security investments will fluctuate. The value at the time of redemption may be more or less than the original cost. Past performance is no guarantee of future results.

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