Aptus, Opus Launch Active ETF That Selects Best Small-Caps | ETF Trends

Aptus Capital Advisors has partnered up with Opus Capital Management to launch an actively managed exchange traded fund targeting high-quality, growth small-cap stocks with attractive valuations.

The recently launched Opus Small Cap Value Plus ETF (NYSEArca: OSCV) has a 0.79% expense ratio.

The new active ETF will be managed by Len Haussler, Opus Founder and Portfolio Manager, and Adam Eagleston, Opus Principal and Portfolio Manager.

Opus Small Cap Value Plus ETF will seek to generate capital appreciation through small-cap U.S. companies falling within the market capitalization range of the benchmark Russell 2000, according to a fund prospectus.

The ETF’s sub-advisor, Opus, “selects stocks across a variety of sectors and industries for the Fund by combining factor-based analysis with rigorous fundamental research to identify high-quality, growing companies that the sub-adviser believes are undervalued,” according to the fund.

‘OSCV’ Methodology

Specifically, the ETF’s higher quality screen will include companies with sound business models, higher returns on equity, strong balance sheets, and shareholder-friendly management.