Cognios Alternative Large Cap Value Strategy


Principal Investment Strategies

The Alternative Value Strategy seeks to achieve its investment objective by purchasing equity securities of U.S. companies that the Adviser believes are undervalued and likely to appreciate. The Value Strategy purchases large capitalization U.S. equity common stocks of companies that are constituents of the S&P 500® Index.

Strategy Characteristics

 Strategy utllizes ROTA/ROME® to capture valuation inefficiencies in the market.

 Invests only in companies that are constituents of the S&P 500 Index.

ROTA/ROME®, Cognios' value based investment process is a fundamental quantitative stock selection and portfolio construction methodology that seeks to identify companies whose per share intrinsic value has diverged significantly from the current market price of its stock. ROTA/ROME® focuses on a company's Return on Total Assets ("ROTA") and Return on Market Value of Equity ("ROME").


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The AXS Funds are not suitable for all investors. Subject to investment risks, including possible loss of the principal amount invested.

An investor should consider investment objectives, risks, charges and expenses carefully before investing. Click Here to view a prospectus which contains this and other information, or Contact Us. Read the prospectus carefully before investing.

The AXS Mutual Funds are distributed by ALPS Distributors, Inc., 1290 Broadway, Ste 1000, Denver, CO 80203.

Not FDIC Insured - No Bank Guarantee - May Lose Value.

Quantitative Value Technologies, LLC does business as Cognios Capital. Cognios Capital, LLC is a whollly-owned subsidiary of Quantitative Value Technologies, LLC. Quantitative Value Technologies, LLC is registered as an investment adviser with the United States Securities and Exchange Commission. SEC registration does not imply a certain level of skill or training. Use of this website is governed by the User Agreement.

The content contained on this site is provided to users "AS IS" without any express or implied warranty.

ROTA/ROME® is a Registered Trademark of Cognios Capital/Quantitative Value Technologies, LLC. All rights reserved.

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