The higher growth screen covers those that are well-positioned to grow sales, earnings, cash flows, and dividends.
Lastly, the lower valuations screen includes companies whose valuations reflect lower price-to-earnings and higher yields than their peers.
OSCV’s managers will dump a stock when the company is no longer believed to be high quality, when anticipated growth rate has significantly declined, when the stock is no longer considered undervalued, or when the company is no longer categorized as small-cap for more than one year.
OSCV includes a portfolio with a strategy where “seeking to mitigate risk in down markets has the potential to improve diversification for your entire portfolio,” according to Opus.
For more information on new fund products, visit our new ETFs category.