BASV
Brown Advisory Sustainable Value ETF
📎 Investment Objective
The Brown Advisory Sustainable Value ETF (BASV) seeks to provide long-term capital appreciation by investing in a portfolio of undervalued companies that demonstrate sustainable business practices.
Overview
ETF tracking Brown Advisory Sustainable Value ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Brown Advisory Sustainable Value ETF (BASV) seeks to provide long-term capital appreciation by investing in a portfolio of undervalued companies that demonstrate sustainable business practices.
🎯 Investment Strategy
The fund uses a value-oriented investment approach, seeking to identify companies that are trading at a discount to their intrinsic value. The portfolio managers also incorporate environmental, social, and governance (ESG) factors into their analysis to identify companies with sustainable business models.
✨ Key Features
- Actively managed fund that focuses on value-oriented stocks with sustainable business practices
- Utilizes a combination of fundamental analysis and ESG integration to construct the portfolio
- Relatively new fund with a limited performance history
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the fund's investments may decline due to general market conditions or other factors
- Value investing risk: The fund's value-oriented approach may underperform growth-oriented or other investment styles
- Sustainability risk: The fund's focus on sustainable companies may limit the investment universe and potentially underperform funds without such a focus
- Lack of performance history: As a new fund, BASV has a limited track record to evaluate its long-term performance
👤 Best For
The Brown Advisory Sustainable Value ETF may be suitable for long-term investors seeking exposure to a portfolio of undervalued companies with sustainable business practices. Investors should be comfortable with the fund's value-oriented approach and its focus on ESG factors, as well as the potential for increased volatility due to the fund's relatively small size and limited performance history.