FOUNDRY PARTNERS SMALL CAP VALUE FUND

FOUNDRY PARTNERS SMALL CAP VALUE FUND is a registered fund series of Valued Advisers Trust (series S000039824). Net assets $290.7M as of 2025-01-31.

Profile

Advisers

Top holdings (75 reported)

Showing 15 of 75 holdings by value.

HoldingTickerValue% of fund
Money Market Obligations Trust$10.5M361.44%
Hancock Whitney Corporation$8.5M293.26%
Pathward Financial Inc$8.5M291.80%
Avista Corporation$7.2M248.56%
Enova International Inc.$7.0M241.70%
Cousins Properties Inc.$7.0M239.96%
International Bancshares Corp$6.9M235.83%
Phinia Inc.$6.6M228.32%
UGI Corp$6.4M221.07%
OFG Bancorp$6.2M212.88%
Enterprise Financial Services Corp.$6.0M205.18%
Penguin Solutions Inc$5.6M193.88%
Cathay General Bancorp$5.6M191.20%
Ringcentral Inc$5.4M186.21%
AdaptHealth Corporation$5.3M182.75%

Net asset history

Report dateNet assets
2025-01-31$290.7M
2024-10-31$288.6M
2024-07-31$310.2M
2024-04-30$276.8M
2024-01-31$262.6M
2023-10-31$232.7M
2023-07-31$254.2M
2023-04-30$221.2M

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