Why invest in the Value Spector™?

Markets can be “frothy” or seemingly overvalued from time to time, which can cause investors can act irrationally. In these times, investors come back to the fundamentals.

Value stocks are companies that appear to have strong fundamentals and are more attractive when looking at the actual cash flows.

What kind of investments are in the Value Spector™?

This Spector™ invests in companies that are currently priced at attractive valuations relative to earnings.

Invest in this Spector™ when you want to invest in areas that have stronger fundamentals.

Example Holdings: Regions Financial (RF), Eaton Corp (ETN), Carnival Corp (CCL)


Breakdown of Holdings

See Disclosures