ICPY
Tweedy, Browne International Insider + Value ETF
📎 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
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.
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