COPY

Tweedy, Browne Insider + Value ETF

$12.29

+0.00%

Market closed. Last update: 10:53 PM ET

📎 Investment Objective

The Tweedy, Browne Insider + Value ETF (COPY) seeks to provide long-term capital appreciation by investing in a portfolio of undervalued stocks based on insider trading activity and fundamental value analysis.

Overview

ETF tracking Tweedy, Browne Insider + Value ETF

Category Value

Issuer Other

Inception Date 2024-12-27

Market Cap $158.5M

Average Volume N/A

Dividend Yield N/A

52-Week Range $9.15 - $12.51

VWAP $12.26

Performance

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Investment Summary

📎 Investment Objective

🎯 Investment Strategy

The ETF invests primarily in U.S. equities of companies where corporate insiders have been actively purchasing shares. The portfolio management team also applies a value-oriented investment approach, seeking stocks trading at discounts to their intrinsic worth. The fund aims to identify undervalued companies with strong fundamentals and positive insider sentiment.

✨ Key Features

Focuses on U.S. stocks with insider buying activity and attractive valuations
Utilizes Tweedy, Browne's long-standing expertise in value investing
Seeks to provide exposure to undervalued companies with positive insider signals
Relatively concentrated portfolio of 30-50 holdings

⚠️ Primary Risks

Potential for higher volatility compared to the broader market due to the concentrated nature of the portfolio
Reliance on insider trading activity and value investing strategies, which may not always be successful
Exposure to individual company and sector risks, as the fund does not offer broad diversification
Liquidity risk for smaller or less-traded companies in the portfolio

👤 Best For

The Tweedy, Browne Insider + Value ETF may be suitable for long-term investors seeking exposure to a portfolio of undervalued U.S. stocks with positive insider sentiment. This ETF may be appropriate for investors with a higher risk tolerance who are looking to potentially outperform the broader market through a value-oriented investment approach.