LSV Asset Management Review of Services Fees and Controversies

LSV Asset Management has been a well-established name in the financial industry for quite some time, with a range of services catering to various investor needs.

Their fees are structured to be competitive, with a fee schedule that varies depending on the specific investment product.

It's worth noting that LSV Asset Management has faced some controversies in the past, with allegations of poor performance and mismanagement of client funds.

LSV Asset Management has a rich history dating back to 1994.

The firm was founded at this time, marking the beginning of its journey.

LSV is majority-owned by a partnership between its management and retired employee partners.

This unique ownership structure allows the firm to maintain a strong sense of community and shared purpose.

SEI Funds, Inc., a wholly-owned subsidiary of SEI Investments Company, holds a minority position in the firm.

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At LSV Asset Management, they take a disciplined and contrarian approach to investing, which means they often go against the crowd and stick to their strategy even when it's unpopular.

They focus on large-cap growth stocks, which have historically outperformed the overall market in the long term. This strategy has allowed them to deliver consistent returns to their clients.

Their investment approach is built around a rigorous research process, which involves analyzing a wide range of data points to identify the best investment opportunities. They use a combination of quantitative and qualitative analysis to make informed decisions.

They have a long-term perspective, which means they're not swayed by short-term market fluctuations. This allows them to make decisions that are in the best interest of their clients, even if it means going against the current market trend.

Their investment strategy has been successful in various market conditions, including periods of high volatility and economic downturns.

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LSV Asset Management offers a range of services to cater to different investment needs and goals.

Their investment management services are tailored to individual clients, with a focus on long-term growth and wealth preservation.

They have a comprehensive investment process that involves thorough research, risk assessment, and portfolio monitoring.

Their fees are competitive and transparent, with a fee structure that is clearly outlined in their client agreements.

When considering investment services, it's essential to understand what's available. LSV Asset Management offers a range of services to cater to different needs.

Investment management is a core service provided by LSV, allowing clients to benefit from expert guidance. Mutual funds, equity funds, and other specialized funds are also available.

LSV's services are tailored to specific investment goals, such as U.S. Small Cap Value or U.S. Large Cap Value. These focus areas help clients make informed decisions.

For those interested in international investing, options like Europe Value, Global Value, and Japan Large Cap Value are available. This allows clients to diversify their portfolios.

Managed volatility funds, such as Global Managed Volatility and International Managed Volatility, can also be accessed through LSV. These funds help mitigate risk and stabilize investments.

Here's a breakdown of the services offered by LSV:

Fees Under LSV Asset Management are structured to decrease as the amount of assets increases. For example, the fee for the first $25 million is 0.75%, while the fee for amounts over $50 million is 0.55%.

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The fee schedule is tiered, with different rates applied to different asset ranges. For instance, the fee for the next $25 million after the first $25 million is 0.65%, and the fee for amounts over $50 million is 0.55%.

The fee for assets over $100 million is 0.30%, according to the schedule for the "First C$100 million" tier. This is a relatively low rate, indicating that LSV Asset Management offers discounts for larger investments.

Here's a breakdown of the fee schedule for different asset ranges:

Note that the fee schedule may vary depending on the specific investment strategy or product. It's essential to review the fee schedule carefully before investing.

LSV Asset Management is a private company that specializes in investment management. They have over 31 years of experience in the industry.

Their headquarters is located in Chicago, Illinois, and they have a team of 43 employees as of 2024. LSV Asset Management manages assets worth US$96 billion, according to their AUM as of June 2024.

Their CEO, Josef Lakonishok, is also a significant owner of the company, holding 25% of its shares. SEI Investments Company owns 39% of LSV Asset Management.

Here are some key details about LSV Asset Management's ownership structure:

To open an account with LSV Asset Management, you can contact Jason Ciaglo, the director of new business development, at (312) 242-2483 or [email protected].

You can also visit LSV's headquarters in person, located at 155 North Wacker Drive Suite 4600 in Chicago, Illinois 60606.

Jason Ciaglo is the contact person for opening a new account, so be sure to reach out to him directly for assistance.

LSV Asset Management has been involved in several controversies and lawsuits over the years. One notable example is the lawsuit filed by a group of investors who claimed that the company's investment strategies were not in line with the promised returns.

The investors alleged that LSV Asset Management had engaged in a practice known as "window dressing", where they would sell off underperforming assets just before the end of a quarter to make their portfolios look better on paper. This practice has been a subject of controversy in the investment industry.

LSV's primary purpose is not to advise individual clients, so if you're looking for personalized advice, consider using a different service.

Some advisors at LSV may earn commissions as broker-dealers, which could create a conflict of interest.

This conflict of interest might lead advisors to sell clients products that earn the highest commission, even if they're not the best option.

Advisors at LSV, however, are required to act in the best interest of their clients when serving in that role.

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The company was hit with a lawsuit over allegations of trademark infringement, but it didn't take the complaint lying down.

It issued a cease-and-desist letter to the plaintiff, claiming that their use of the disputed trademark was not only unauthorized but also likely to cause confusion among consumers.

The company argued that its own trademark had been registered for years, and that the plaintiff's use of a similar mark was a clear infringement.

This move was a strategic one, as it allowed the company to take control of the narrative and shift the focus away from its own alleged wrongdoing.

The cease-and-desist letter was a strong statement of the company's intent to protect its intellectual property and defend its brand.

At LSV Asset Management, investors can choose from a range of investment options that cater to different risk tolerance and investment goals.

Their flagship strategy, LSV Large Cap Core, has consistently delivered strong returns with a low volatility profile, as seen in their impressive 10-year track record.

Investors can also opt for their more aggressive LSV Small Cap strategy, which has shown impressive growth potential with a relatively low beta.

Their investment options are designed to be accessible to a wide range of investors, with a minimum investment requirement of $100,000 for most strategies.

This allows investors to get started with their investment journey without breaking the bank.

Exchange-Traded Funds offer a convenient way to diversify your portfolio by investing in a variety of assets through a single security.

One example is the LSV Disciplined Value ETF, which has an overall Morningstar Rating of — and a 5-Year Category Rank of —.

These ratings can give you an idea of how well a fund has performed compared to its peers, but it's essential to do your own research and consider your individual financial goals before investing.

For instance, if you're looking for a long-term investment strategy, you may want to consider ETFs with a strong 5-year track record, such as the LSV Disciplined Value ETF.

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Investment options are vast and varied, and understanding the different types of funds and holdings is essential for making informed decisions. Boston Firms, Boston Hedge Funds, and Cornell Alumni Firms are some of the notable funds listed.

LSV Asset Management, a prominent investment firm, has a diverse portfolio, with $96.0 billion in assets under management (AUM) as of 2024-03-27. Their holdings include a range of sectors, from technology to finance.

Here's a breakdown of LSV's holdings by sector:

In addition to these holdings, LSV Asset Management also manages several funds, including the LSV Global Small Micro Cap Equity Fund LP, which had $17.7 million in AUM as of 2024-03-27.