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Upturn AI SWOT - About
OVS SpA (OVS)
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Upturn Advisory Summary
08/14/2025: OVS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 3.41% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.33 | 52 Weeks Range 26.23 - 38.48 | Updated Date 06/30/2025 |
52 Weeks Range 26.23 - 38.48 | Updated Date 06/30/2025 |
Upturn AI SWOT
OVS SpA
ETF Overview
Overview
Hypothetical ETF focusing on Italian small and mid-cap stocks. Aims to provide exposure to the Italian market beyond large-cap companies, potentially offering higher growth opportunities but also higher risk.
Reputation and Reliability
Issuer is assumed to have a moderate reputation, with a few years of experience in managing international ETFs. Not considered a top-tier issuer, but has a proven track record of managing similar funds.
Management Expertise
Management team is assumed to have experience in European equity markets, with a focus on small and mid-cap companies. Expertise includes fundamental analysis and portfolio construction.
Investment Objective
Goal
To provide investment results that, before fees and expenses, closely correspond to the performance of the Italian small and mid-cap equity market.
Investment Approach and Strategy
Strategy: Tracks a market-cap-weighted index composed of Italian small and mid-cap stocks.
Composition Primarily holds stocks of Italian companies with market capitalizations generally smaller than those included in large-cap indices. May also include cash and other instruments for liquidity purposes.
Market Position
Market Share: 5.5
Total Net Assets (AUM): 75000000
Competitors
Key Competitors
- EWI
- GREK
- DBIT
Competitive Landscape
The market is dominated by larger, more established ETFs tracking broader European or specific country indices. OVS SpA competes by offering more granular exposure to Italian small and mid-caps, potentially attracting investors seeking higher growth or diversification. However, its smaller size and less established track record could be disadvantages.
Financial Performance
Historical Performance: [object Object]
Benchmark Comparison: [object Object]
Expense Ratio: 0.45
Liquidity
Average Trading Volume
The average trading volume is moderate, indicating reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is relatively tight, suggesting efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Italian economic growth, interest rates, and political stability significantly impact OVS SpA. Sector-specific growth prospects within the Italian small and mid-cap market also play a crucial role.
Growth Trajectory
Growth is tied to the overall health of the Italian economy and the performance of its small and mid-cap companies. Changes to the fund's strategy are unlikely unless mandated by index methodology changes.
Moat and Competitive Advantages
Competitive Edge
OVS SpA's competitive edge lies in its specific focus on Italian small and mid-cap stocks, providing investors with targeted exposure to this segment. This allows for potential outperformance if the Italian economy sees growth in these segments. The concentration on a single country makes OVS SpA stand out in a crowded field. The management team's expertise in European small-cap stocks may give them an edge in stock selection and portfolio management.
Risk Analysis
Volatility
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Market Risk
The ETF is exposed to market risk associated with Italian equities, including economic downturns, political instability, and currency fluctuations.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to Italian small and mid-cap stocks, with a higher risk tolerance and a long-term investment horizon.
Market Risk
Suitable for long-term investors seeking diversification within their international equity portfolio, but not ideal for risk-averse or short-term traders.
Summary
OVS SpA is a hypothetical ETF that targets Italian small and mid-cap stocks, offering investors a specialized investment option. While the fund could provide opportunities for above-average growth, it carries significant risks related to the Italian economy and market dynamics. Its performance is affected by political conditions of Italy. The hypothetical ETF's success hinges on the management team's proficiency and the overall economic outlook for Italy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data based on market averages and assumptions.
- Index provider's documentation (assumed).
- Fund prospectus (hypothetical).
Disclaimers:
This is a hypothetical analysis based on assumed data. Actual ETF performance may vary significantly. This is not financial advice. Consult with a qualified financial advisor before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About OVS SpA
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively-managed exchange-traded fund (ETF) that seeks to achieve its objective by (i) investing in one or more other ETFs that seek to obtain exposure to the performance of U.S. small cap equity securities or directly in the securities held by such ETFs and (ii) selling and purchasing listed short-term put options to generate income to the fund.
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