BUSA
Brandes U.S. Value ETF
📎 Investment Objective
The Brandes U.S. Value ETF (BUSA) seeks to provide long-term capital appreciation by investing primarily in a portfolio of U.S. equity securities that the investment manager believes are undervalued.
Overview
ETF tracking Brandes U.S. Value ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Brandes U.S. Value ETF (BUSA) seeks to provide long-term capital appreciation by investing primarily in a portfolio of U.S. equity securities that the investment manager believes are undervalued.
🎯 Investment Strategy
The fund follows a value-oriented investment approach, seeking to identify U.S. companies that the manager believes are trading at a discount to their intrinsic value. The portfolio is actively managed, with the manager conducting fundamental research to select securities they believe have the potential for capital appreciation.
✨ Key Features
- Actively managed U.S. large-cap value equity fund
- Focuses on identifying undervalued companies with strong fundamentals
- Diversified portfolio across sectors and industries
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Equity risk: The fund is subject to the volatility of the equity market
- Value investing risk: The fund's value-oriented approach may underperform growth-oriented strategies
- Concentration risk: The fund may have a limited number of holdings, which could increase volatility
👤 Best For
The Brandes U.S. Value ETF may be suitable for long-term investors seeking exposure to U.S. large-cap value stocks as part of a diversified portfolio. The fund's focus on undervalued companies may appeal to investors with a value-oriented investment style and a higher risk tolerance.