Lone Peak SMID Value ETF
LPSV
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ROIC.AI
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- Lone Peak SMID Value ETF is an actively managed exchange-traded fund sponsored by Lone Peak Global Investors and listed on NYSE Arca under the ticker LPSV; the fund seeks long-term capital appreciation by investing, under normal market conditions, at least 80% of net assets in equity securities of small- and mid-cap companies that the adviser believes are undervalued. The fund is part of the Exchange Place Advisors Trust structure and is advised by Lone Peak Global Investors, with the fund website maintained at LonePeakGlobalETFs.com; the trust’s business address is 10 South Lasalle Street, Suite 1925, Chicago, Illinois 60603, while Lone Peak Global Investors’ operating base is in Alpine, Utah. The strategy is focused on U.S. small- and mid-cap value equities and is intended for investors seeking concentrated exposure to the SMID value segment. Recent company changes include the ETF’s launch and NYSE Arca listing in September 2026, along with the filing and effectiveness of the related trust registration and series documentation for LPSV; Lone Peak Global Investors also introduced a companion product, the Lone Peak International Value ETF (LPIV), during the same launch period. The firm’s latest public commentary for the Lone Peak SMID Value strategy shows continuing portfolio activity and performance reporting through the second quarter of 2026, indicating the strategy had been operating before the ETF launch and was recently transitioned into a registered fund structure.