Lone Peak SMID Value ETF

Ticker: LPSV

Overview

HIGHLIGHTS

A high conviction, concentrated (less than 50 holdings) strategy that opportunistically combines investments in two distinct types of companies: Durable Value and Dynamic Value businesses.

  • Durable Value: companies deemed by us to be attractive with a history of solid returns on invested capital, capable management teams, and competitive advantages.
  • Dynamic Value: opportunistic and eclectic investments in companies that do not meet our criteria for Durable Value classification but have attractive expected return potential, based on our research.

INVESTMENT APPROACH

We use a bottom-up approach that seeks to identify businesses where expectations are irrationally low, leading to significant undervaluation, based on our independent research. Both Durable and Dynamic Value companies exhibit:
  • Strong balance sheets with manageable debt burdens
  • Key Thesis Points™ (catalysts for fundamental improvement) that we believe result in better-than-expected financial results
Primarily invests in companies with market capitalizations smaller than the largest constituent of the Russell Mid Cap Index* at the time of purchase.

*The Russell Midcap® Index is an unmanaged, float-adjusted, market-capitalization-weighted index designed to measure the performance of the mid-capitalization segment of the U.S. equity market. It is a subset of the broader Russell 1000® Index and is composed of approximately 800 of its smallest corporate issuers.

Quick Look

As of 6/30/2026

Total Assets
(all share classes)

$XXX mm

Inception Date

MM/DD/YYYY

CUSIP

XXXXXXXXX

Primary Benchmark

Index Placeholder

Minimum Initial Investment

$XXX,XXX

Gross Expense Ratio

X.XX%

Net Expense Ratio*

X.XX%

Availability

Open

*Lone Peak Global Investors f.k.a. Clifford Capital Partners, LLC (the “Adviser”) has contractually agreed to reduce fees and/or reimburse certain Partners Fund expenses until January 31, 2027.

Investment Team

Ryan Batchelor, CFA, CPA

Portfolio Manager, Chief Investment Officer, Principal

David W. Passey, CFA

Research Analyst, Equity Partner

Roger Hill

Portfolio Manager, President & CEO, Principal

Portfolio holdings exclude cash and short-term investments. Cash represented 3.5% of the total portfolio. Current and future holdings are subject to change and risk. For a complete list of the Fund’s portfolio securities, call 800.673.0550.

Important Disclosures

Investors should consider the investment objectives, risks, and charges and expense of the Fund before investing. The prospectus contains this and other information about the Fund and should be read carefully before investing. The prospectus may be obtained by calling (800) 811-3359 or visiting https://lonepeakglobalETFs.com.


 

Information about Risk

The Fund is newly formed and has no operating history. Investing involves risk, including loss of principal. The value of the fund’s shares, when redeemed, may be worth more or less than their original cost. Value investing involves the risk that an investment made in undervalued securities may not appreciate in value as anticipated or remain undervalued for long periods of time.

Smaller companies tend to be more volatile, less liquid, and more vulnerable to adverse business or market conditions than large-cap companies, making their securities riskier to hold and harder to trade. The Fund is non-diversified, which means it may be invested in a limited number of issuers and susceptible to any economic, political and regulatory events than a more diversified fund. While the shares of ETFs are tradeable on secondary markets, they many not readily trade in all market conditions and may trade at significant discounts in periods of market stress. ETFs trade like stocks and are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETF’s net asset value. Brokerage commissions and ETF expenses will reduce returns. There is no guarantee that the Fund will achieve its objective.