Calls
2
Phil McInnis
Chief Investment Strategist, Avantis Investors by American Century Investments
Win Rate
100.0%
return
+5.1%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 13
$103.10
+8.7%
Active small cap value ETFs like AVUV (US) and ABDV (non-US developed) combine broad diversification, low turnover, low management fees, and daily active oversight with a focus on profitability and quality balance sheets. This approach has delivered more than 300 basis points of annualized excess performance over category averages across the five Avantis ETFs launched since 2019, while charging only about 10 bps more than the asset-weighted category average fee. Investors are still overlooking small caps, and these ETFs provide a way to capture the asset class with a built-in valuation and quality edge.
Thematic ETFs
Long
Jul 13
$123.97
+1.6%
Active small cap value ETFs like AVUV (US) and ABDV (non-US developed) combine broad diversification, low turnover, low management fees, and daily active oversight with a focus on profitability and quality balance sheets. This approach has delivered more than 300 basis points of annualized excess performance over category averages across the five Avantis ETFs launched since 2019, while charging only about 10 bps more than the asset-weighted category average fee. Investors are still overlooking small caps, and these ETFs provide a way to capture the asset class with a built-in valuation and quality edge.
Equity Indexes
Showing 2 of 2 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Phil McInnis has 2 trade ideas tracked on Buzzberg across 2 tickers since July 2026. Most covered: AVUV, AVDV.
