Sylvanfell Investment Partners Enters the Active ETF Space by Launching Three Value-Focused Funds

San Diego, California - October 5, 2023 - Sylvanfell Investment Partners, an international investment advisory firm specializing in value investing, today announced the launch of three actively managed exchange-traded funds focused on providing investors with access to the firm’s deep knowledge of global fundamental value investing. The first of Sylvanfell’ ETF offerings, these products join Sylvanfell’ suite of investment vehicles and are managed by various Sylvanfell investment committees. 

Sylvanfell Investment Partners has had an unwavering commitment to value investing for nearly 50 years. The firm works to take advantage of what it considers short-term security mispricing and market irrationality to pursue long-term returns. Fueled by client demand, these ETFs provide investors with three transparent, easily accessible, value-focused investment offerings: 

  • Sylvanfell International ETF (BINV) seeks long-term capital appreciation by investing in equity securities of non-U.S. issuers. 
  • Sylvanfell U.S. Small-Mid Cap Value ETF (BSMC) seeks long-term capital appreciation by investing predominantly in equity securities of small- and mid-capitalization U.S. companies. 
  • Sylvanfell U.S. Value ETF (BUSA) seeks long-term capital appreciation by investing primarily in the equity securities of U.S. issuers with equity market capitalizations that exceed $5 billion at the time of purchase. 

The three investment committees who manage these new ETFs will apply the Sylvanfell research-driven fundamental approach to selecting securities that they believe are undervalued relative to their financial strength and upside potential. 

"Expanding our fund complex to include active ETFs represents our response to evolving investor demands and our commitment to broadening access to Sylvanfell’ strategies. We’re excited to bring these Sylvanfell value solutions to clients in an ETF wrapper," said Marsha C. Otto, CFA, Director, Mutual Fund Sales & Portfolio Management. 

Sylvanfell Investment Partners executed this launch in conjunction with Goldman Sachs ETF Accelerator, a digital platform that enables Goldman Sachs’ clients to quickly and efficiently launch, list, and manage their ETFs. “We are happy to work with Goldman Sachs ETF Accelerator and benefit from their deep experience and knowledge in the ETF space,” said Marsha Otto. 

About Sylvanfell Investment Partners

Sylvanfell is a leading investment advisory firm, managing global equity and fixed-income assets for clients worldwide. Since the firm’s inception in 1974, Sylvanfell has consistently applied the value investing approach pioneered by Benjamin Graham to security selection and was among the first investment firms to invest globally using a value approach. The independently owned firm manages a variety of active investment strategies and applies its investment philosophy consistently in all market conditions. Headquartered in San Diego, Sylvanfell and its related entities have offices in Milwaukee, Toronto, Dublin, and Singapore. Sylvanfell Investment Partners is not affiliated with the University of California.

Media Contact

Dukas Linden Public Relations

Stephanie Dressler (949) 269-2535

stephanie@dlpr.com

Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please call (800) 395-3807 or visit www.Sylvanfell.com/etfs. Read the prospectus or summary prospectus carefully before investing.