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How Savana’s Contrarian ETF Weathered Market Turbulence and Found Value in Kohl’s

7:01am on Tuesday 5th of August, 2025 AEST Financial Services
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How Savana’s Contrarian ETF Weathered Market Turbulence and Found Value in Kohl’s

7:01am on Tuesday 5th of August, 2025 AEST
Key Points
  • SVNP endured a 23% drawdown followed by a 31% V-shaped recovery since November 2024 listing
  • Contrarian, value-first strategy targets undervalued US small caps overlooked by peers
  • Algorithm-driven portfolio shows low overlap with competitors and high conviction in fewer stocks
  • Savana’s approach limits downside during downturns while capturing outsized upside in rallies
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