ICPY

Tweedy, Browne International Insider + Value ETF

$10.17
+0.00%
Market closed. Last update: 10:50 PM ET

📎 Investment Objective

The Tweedy, Browne International Insider + Value ETF seeks to provide long-term capital appreciation by investing in a portfolio of international stocks that are undervalued and have insider ownership.

Overview

ETF tracking Tweedy, Browne International Insider + Value ETF

Issuer Other
Inception Date 2025-09-10
Market Cap $3.2M
Average Volume N/A
Dividend Yield N/A
52-Week Range $9.91 - $10.29
VWAP $10.18

Performance

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Investment Summary

📎 Investment Objective

The Tweedy, Browne International Insider + Value ETF seeks to provide long-term capital appreciation by investing in a portfolio of international stocks that are undervalued and have insider ownership.

🎯 Investment Strategy

The fund invests primarily in non-U.S. companies that the portfolio managers believe are undervalued and have significant insider ownership. The managers use a value-oriented, bottom-up investment approach to identify these opportunities across developed international markets.

✨ Key Features

  • Focuses on international stocks that are undervalued and have insider ownership
  • Utilizes Tweedy, Browne's value-oriented investment philosophy and research process
  • Diversified portfolio of non-U.S. companies across developed international markets
  • Low expense ratio of 0.00%

⚠️ Primary Risks

  • Exposure to international markets, which may have higher volatility and less liquidity than U.S. markets
  • Concentration in a specific investment style (value) and sector (insider-owned companies)
  • Potential for higher risk due to the fund's small asset size and limited performance history
  • Currency risk as the fund invests in non-U.S. dollar denominated securities

👤 Best For

The Tweedy, Browne International Insider + Value ETF may be suitable for long-term investors seeking exposure to international stocks with a value orientation and insider ownership, as part of a diversified portfolio. Investors should have a higher risk tolerance and a long-term investment horizon to accommodate the potential volatility of international markets.