LSV Value EquityLSVEX

Morningstar Rating

Fund Research and Analysis

by Christopher Davis

Should you be disappointed in LSV Value Equity's recent performance?

Depending on how you look at it, this fund has either been doing its job or falling short of the mark lately. It has been successful in meeting its own self-defined mission to beat Read more

Kudos

Management has strong academic and market-research credentials.

Below-average valuations limit the fund's price risk.

Fund has closed in the past to preserve its strategy.

Competitive expenses.

Solid long-term performance. Read more

Risks

Performance could lag in strong growth rallies.

Commitment to keeping its sector weightings aligned with those of the Russell 1000 Value Index can really sting when the financials, energy, and industrials areas suffer. Read more

Strategy

LSV Asset Management employs a strict quantitative approach to deep-value investing. The firm's computer model screens for stocks that are trading cheaply relative to their cash flows, earnings, book Read more

Management

LSV Asset Management assumed management in September 2001. LSV was founded by three finance professors: Josef Lakonishok of the University of Illinois, Andrei Schleifer of Harvard University, and Robert Vishny of the University of Chicago. Although Read more

Inside Scoop

This fund relies on the concepts of behavioral finance, an area of research that has gained prominence. Its management team includes some well-known academics in this field, Read more

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