Is Avantis Emerging Markets Equity Fund’s 6-Month Surge Just the Beginning of a Game-Changing Investment Opportunity?

Before we start, note that this is a very short six-months. Probably not the time frame to see if this is a good fund or bad fund.

What I am trying to do is to figure out where the performance is attributed to.

Generally:

1. Mid-size companies were doing better than larger companies which are doing better than the smaller companies.
2. But smaller companies were doing much better than larger companies in the last three months.
3. Growthy companies were doing better than cheaper companies.
4. In the last 3 months, the growthy larger companies were doing better than the larger value companies.
5. In the last 3 months, the growthy small companies were doing better than the small value companies.
6. In the first 3 months, it is likely value did better.

Avantis runs a systematic strategy based around the research of what consistently gets you companies that gives high expected returns.

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