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Savana US Small Caps Active ETF (ASX:SVNP)

ALERT: Price-sensitive ASX Announcement for SVNP
Current share price for SVNP : $1.765 0.085 (5.06%)+
Announcement
Release
22 Jan 2026 1:41PM
Price at Release
$1.680
Full Release
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Summary
In 2025, the Savana US Small Caps Active ETF (ASX: SVNP) emerged as a top performer among US-focused equity ETFs available to Australian investors. SVNP delivered a total return of 12.9% net of fees, significantly outperforming many large-cap indices despite market trends dominated by AI-driven mega-caps and Big Tech. The ETF's focus on undervalued US small-cap stocks proved successful, largely due to its systematic stock-picking approach that enabled it to navigate tariff volatility and geopolitical shifts. Noteworthy contributors to the portfolio's success included Canadian Solar Inc, Viasat, Inc., and Kohl's Corp. Savana's strategy is rooted in identifying valuation asymmetries and fundamental strengths, leading to a win rate of over 60% for the year. Despite ongoing market uncertainties, Savana's disciplined investment approach continues to offer promising opportunities for future growth.
Key Points
  • SVNP achieved a 12.9% net return for 2025.
  • The ETF outperformed major indices and other US small-cap ETFs.
  • Success attributed to systematic stock-picking and focus on undervalued stocks.
  • Key positive contributors included Canadian Solar Inc and Viasat, Inc.
  • Highlighted the importance of valuation asymmetry in investment strategy.
  • Savana's approach led to a win rate of over 60% for the year.
  • The investment strategy focuses on genuine mispricings to generate returns.
IMPORTANT NOTE: This information is autogenerated and has not been reviewed for accuracy or completeness. You should refer to the full announcement here for further information.