PV Buyback USA

Leveraging academic research
to outperform financial markets

Overview

PV Buyback USA, sub-fund of DIM Funds SICAV, is a long-only equity fund focused on small and medium capitalization companies listed on the US equity market.

The fund investment strategy is grounded on the idea that share buybacks are signals for undervaluation. To identify those firms where the repurchase is most likely motivated by undervaluation, the Fund has developed a systematic approach analyzing 4 factors: fundamental valuation, size, momentum, motivation statement.

After a quantitative screening, the investment strategy becomes more qualitative and looks deeper into companies having a high score in the model, considering fundamental data, recent press releases and filings as well as insiders trading notifications.

The strategy is backed by 30 years of academic research from our fund Managers, Theo Vermaelen and Urs Peyers, both academics working at INSEAD with a strong track record in developing and implementing their investment strategy on Buybacks.

PV Buyback USA performances has been outstanding beating the Russell 2000, its benchmark, since its inception.

Sector Exposure

Risk Indicator

For more information about the Fund risks, please refer to the Fund prospectus and KIIDS

Market Capitalization Exposure

Legal documents

PV Buyback USA Prospectus

PV Buyback USA - Prospectus Download PV Buyback Prospectus. PV Buyback USA is a sub-fund of DIM Funds SICAV UCITS  AboutThe Prospectus provides information about the Fund and the Portfolios and contains information which prospective investors ought to know before...

PV Buyback USA B-share KIID

PV Buyback USA B-share Key Investor Information Document Download PV Buyback USA B-share (ISIN-LU0630248994) Key Information Document (KIID) PV Buyback USA is a sub-fund of DIM Funds SICAV UCITS  AboutThis document provides you with key information about this...

PV Buyback USA A-share KIID

PV Buyback USA A-share Key Investor Information Document Download PV Buyback USA A-share (ISIN-LU1149046275) Key Information Document (KIID) PV Buyback USA is a sub-fund of DIM Funds SICAV UCITS  AboutThis document provides you with key information about this...

PV Buyback USA Annual Report 2020

PV Buyback USA - Annual Report 2019 Download our PV Buyback  USA 2019 Annual Report. PV Buyback USA sub-fund of DIM Funds SICAV.  AboutThe Annual Report is the cornerstone of investor and regulatory reporting. It is a yearly report of the fund’s financial condition....

Commercial reports

PV Buyback USA May 2022

PV Buyback USA Monthly Report - September 2021 Download PV Buyback USA Monthly Report. PV Buyback USA a sub-fund of DIM Funds SICAV About The Factsheet provides information about the Fund's end-of-month Portfolio. It contains information to understand the fund's...

PV Buyback USA April 2022

PV Buyback USA Monthly Report - September 2021 Download PV Buyback USA Monthly Report. PV Buyback USA a sub-fund of DIM Funds SICAV About The Factsheet provides information about the Fund's end-of-month Portfolio. It contains information to understand the fund's...

PV Buyback USA March 2022

PV Buyback USA Monthly Report - September 2021 Download PV Buyback USA Monthly Report. PV Buyback USA a sub-fund of DIM Funds SICAV About The Factsheet provides information about the Fund's end-of-month Portfolio. It contains information to understand the fund's...