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Lone Peak Global Investors Files for Active U.S. SMID-Cap Value ETF

The Lone Peak SMID Value ETF (LPSV) will invest in U.S. small- and mid-cap companies that it believes trade below intrinsic value. The actively-managed strategy combines high-quality Durable Value businesses with opportunistic Dynamic Value investments identified through bottom-up fundamental research. The concentrated portfolio, typically holding fewer than 50 stocks, seeks long-term capital appreciation while emphasizing downside risk management, with limited exposure to international equities through ADRs.

At a glance
Beat
Filings
Issuer
Lone Peak Global Investors
Region
United States
Filed
26 June 2026

Source: SEC Filings

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