Brandes U.S. Value ETF (BUSA)
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BUSA: New Actively Managed Large-Cap Value ETF Not Worth The Cost
BUSA is a relatively new actively managed large-cap value ETF with $150 million in assets and a 0.60% expense ratio. Selecting stocks based on the principles of Benjamin Graham and David Dodd, BUSA's Investment Committee has designed a portfolio with a forward P/E that's incredibly attractive versus its category peers. However, on a sector-adjusted basis, BUSA's value features aren't much better than low-cost index funds like IWD, SPYV, and VTV. BUSA also makes diversification, quality, and sentiment sacrifices.
Brandes U.S. Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 22,720 | $896,070 | $943,061.76 | $46,991.76 | 5.24% |
 Michael Behner Nautilus Advisors LLC | 33,610 | $1.35M | $1.37M | $24,721.7 | 1.83% |
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Brandes U.S. Value ETF Profile
| BATS Exchange | US Country |
Overview
This ETF is designed for investors looking for exposure to a diverse range of U.S. companies. It is an actively managed fund that aims to meet its investment goals through strategic investments primarily in equity securities. The fund's strategy involves a strong focus on U.S. companies, aiming to leverage the dynamic American market to achieve growth. By actively managing the portfolio, the ETF seeks to adapt to changing market conditions and take advantage of investment opportunities as they arise.
Products and Services
- Actively Managed Exchange-Traded Fund (ETF)
This product allows investors to participate in the equity markets by investing in a diversified portfolio of U.S. company stocks. The fund is actively managed, which means that its portfolio managers are continuously assessing the market, making buy and sell decisions in an effort to achieve the fund's investment objective. This active approach aims to outperform passive index-tracking strategies over the long term.
- Equity Investments in U.S. Companies
At its core, the fund is committed to investing in a broad array of American companies. It seeks to allocate at least 80% of its net assets, plus any borrowings for investment purposes, in U.S. corporate securities. This prioritizes exposure to the U.S. equity market, tapping into the potential for growth and profitability among American companies across various sectors. The measurement of this allocation is based on the asset value at the time of purchase, ensuring a strong focus on U.S. investments under normal market conditions.
