LVAFX — Stock Film
STOCK FILMSCENE 1/9LVAFX · $13.28
Stock Expert AI presents
LVAFX
LSV Global Managed Volatility Fund
~3 min film100% real numbers0 jargon
WHAT DOES THIS COMPANY DO?
LSV Global Managed Volatility Fund. A quick introduction.

On the stock market since 2014, it operates in the world of money and finance. Now — the numbers.

on the stock market since 2014
$10.6M market value
Revenue last year:
$0
The loss that same year:
$0
For every $1 it earns, the company spends $1.4.

The company closed last year at a loss: costs ran above sales. The picture changes only if spending is reined in.

THE SALES TREND
Sales have been shrinking.

An average decline of 6% a year over the last 4 years — the most striking risk in this picture. Red columns mark years that ended in a loss.

$38M
2019
$32.6M
2020
$30.9M
2021
$28.1M
2022
$30.3M
2023
THE COUNCIL REVIEW
9

angles, checked one by one.

The 2 that stand out are on screen; the rest came back neutral.

The council scores out of 10; report-card grades are out of 100.

WEAK SPOTS
Growth has stalled4/10
Costs eat into the margin4/10
WORTH WATCHING

Revenue Growth: Sales are growing slowly.

THE FIVE-YEAR JOURNEY
Bumpy, but the direction is up.

The stock trades near its peak today. For long-term holders the ride has paid off so far — though past performance guarantees nothing about the future.

1
THE BRIGHT SIDE · 1/2
Sales are holding up

The company sells $30.3M a year; the problem isn’t sales — it’s costs running above that number.

2
THE BRIGHT SIDE · 2/2
Pays a steady dividend

It pays out $1.14 per share each year — regular cash for whoever holds the stock.

1
THE RISKS · 1/3
Small sales, big loss

A loss of $11.1M against $30.3M in annual sales.

2
THE RISKS · 2/3
Growth has stalled

The sales tempo runs behind the sector. Council score: 4/10.

3
THE RISKS · 3/3
Costs eat into the margin

Costs swallow the gains that sales growth brings in. Council score: 4/10.

FINALE · THE GRADE
C
0 / 100 · MoonshotScore

On our five-subject report card, LVAFX sits in the middle of the class: some subjects shine, others don’t. The grade moves as the numbers move.

The takeaway: LVAFX is a small company that closed last year at a loss. The road back to profit runs through spending discipline.

What would you like to do next?
Open the stock page →
This was a film — not investment advice.
Data: FMP & company filings
Aug 21, 2026 · stockexpertai.com · Stock Film