Valued Advisers Trust (MBSF)

Overview

Valued Advisers Trust is a fund family offering various actively managed ETFs across different asset classes and investment strategies, typically focusing on providing investors with strategies managed by experienced advisors.

Reputation and Reliability

Valued Advisers Trust is known for partnering with experienced sub-advisors to manage its ETFs, and offering diverse investment strategies.

Management Expertise

The expertise lies in selecting and overseeing experienced sub-advisors with proven track records in their respective investment areas.

Goal

The investment goal varies depending on the specific ETF within the Valued Advisers Trust, but generally aims for long-term capital appreciation or income generation, employing active management strategies.

Investment Approach and Strategy

Strategy: Valued Advisers Trust ETFs are typically actively managed, meaning they do not track a specific index but instead rely on the investment decisions of the fund's sub-advisor.

Composition The asset composition varies widely depending on the ETF's specific objective, including stocks, bonds, and other asset classes.

Market Share: Market share for individual funds within Valued Advisers Trust will vary depending on the specific sector. Individual ETFs hold niche market shares.

Total Net Assets (AUM): Data unavailable: The total AUM varies significantly and is dependent on the individual fund within the trust.

Key Competitors

• ARKK
• JPST
• SCHD

Competitive Landscape

The competitive landscape is highly fragmented, with numerous ETF providers offering similar investment strategies. Valued Advisers Trust differentiates itself through its active management approach and the selection of sub-advisors. However, its smaller size may result in lower liquidity and higher expense ratios compared to larger competitors. The trust's advantage is its access to specialist sub-advisors. A disadvantage is potentially higher fees due to the active nature of the management.

Historical Performance: Data unavailable: Historical performance varies widely based on the specific fund.

Benchmark Comparison: Data unavailable: Benchmark comparison depends on the specific fund and its investment objective.

Expense Ratio: Data unavailable: The expense ratio depends on the specific fund.

Average Trading Volume

Data unavailable: Average trading volume varies depending on the specific fund.

Bid-Ask Spread

Data unavailable: Bid-ask spread fluctuates and varies depending on the specific fund.

Market Environment Factors

Economic indicators, sector growth prospects, and market conditions influence the performance of the underlying assets within the Valued Advisers Trust ETFs.

Growth Trajectory

Growth depends on the success of the sub-advisors' investment strategies and overall market performance, with potential changes to strategy and holdings based on market conditions.

Competitive Edge

Valued Advisers Trust's competitive edge lies in its curated selection of experienced sub-advisors. This allows for specialized investment management. The trust also seeks to offer unique, actively managed strategies that may not be readily available from larger ETF providers. The trust targets market segments where active management can add value. This approach diversifies Valued Advisers Trust from competitors using only a passive indexing strategy.

Volatility

Data unavailable: Volatility depends on the specific fund and its asset allocation.

Market Risk

Market risk is inherent in the underlying assets, and varies based on the specific holdings within the ETFs. Active management seeks to mitigate these risks, but cannot eliminate them.

Ideal Investor Profile

The ideal investor seeks actively managed strategies. Those who desire diversification through a range of assets. Investors may also be willing to accept potentially higher fees for the possibility of outperformance.

Market Risk

Suitable for long-term investors seeking actively managed exposure. Also suitable for investors looking for alternative strategies.

Valued Advisers Trust offers actively managed ETFs across various asset classes. These ETFs rely on the expertise of selected sub-advisors. Investors need to consider the higher expense ratios. Those comfortable with active management and seeking specialized strategies could find these ETFs appealing. Investment suitability requires careful analysis of each fund's specific investment objectives and risk profile.

Data Sources:

• ETF.com
• Morningstar
• Company Filings

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Consult with a financial advisor before making any investment decisions.