AVUV has outperformed the Nasdaq YTD and still trades at extremely low valuations, while large cap growth (especially AI) is heavily concentrated. Historical precedent shows small cap value thrived during the last tech downturn; current overvaluation in large cap growth could repeat that pattern, creating a favorable rotation. Long AVUV as a diversifying bet on a small cap value comeback, offering protection against a potential growth/tech correction. Continued AI rally sustains large cap outperformance; small cap value may remain cheap if economic slowdown hits smaller companies harder; value premium may not materialize in current macro environment.