Summary
COPY Chart
When Value Meets Tech: How COPY Finds Deals
Traditionally speaking, advisors and investors don't typically associate value strategies with tech exposure. Key Takeaways: While value strategies don't usually embrace tech companies, tech stocks can certainly find their way into an experienced value portfolio.
Tackle Inflation & Uncertainty With an Insider + Value Approach
So far, 2026 has been a year full of macroeconomic events and market drivers, but one thing that has been consistent — for lack of a better term — is the lack of consistency. Equity markets have teetered back and forth, and the threat of inflation remains ever uncertain.
The Power of Fundamentals: How Value Can Outpace Growth
In recent years, growth strategies have been a tad more popular than value strategies among the broader investment community. However, now is the time for folks to consider taking a closer look at increasing their value allocations.
Tweedy, Browne Insider + Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 206 | $3,059.1 | $3,242.42 | $183.32 | 5.99% |
| PIL PFG Investments LLC PFG Investments LLC | 27,099 | $341,504.24 | $427,080.24 | $85,576 | 25.06% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 2,050 | $25,467.4 | $32,513 | $7,045.6 | 27.67% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 14,800 | $218,004 | $229,400 | $11,396 | 5.23% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 6,025 | $78,782.96 | $95,375.75 | $16,592.79 | 21.06% |
Tweedy, Browne Insider + Value ETF (COPY) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has Tweedy, Browne Insider + Value ETF ever had a stock split?
Tweedy, Browne Insider + Value ETF Profile
| ARCA Exchange | US Country |
Overview
The fund is structured as an actively-managed Exchange-Traded Fund (ETF) that pursues a distinct investment strategy. Its primary objective is to invest at least 80% of its net assets in equity securities from both U.S. and non-U.S. companies. The fund emphasizes investments in companies deemed undervalued by Tweedy, Browne Company LLC, particularly focusing on those companies where insider activity, such as purchasing of equity securities, is evident or that are engaging in opportunistic share buybacks. This methodology aims to capitalize on potential undervaluation while leveraging insider confidence and corporate strategies that may enhance shareholder value.
Products and Services
- Actively-Managed ETF:
This product allows investors to gain exposure to a diversified portfolio of equity securities that are carefully selected based on the fund's undervaluation criteria. The active management aspect ensures continual assessment and adjustment of the portfolio to align with market movements and investment strategies determined by Tweedy, Browne Company LLC.
- Focus on Undervalued Companies:
The fund targets equity securities of companies that are considered to be undervalued, providing a potential for capital appreciation. The selection process is based on thorough analysis, seeking to identify stocks that have significant upside potential compared to their current market price.
- Insider Purchasing Strategy:
This service aspect leverages the insight gained from monitoring insider purchases. When company insiders, such as executives or directors, are purchasing shares, it can indicate their belief in the company’s future performance, thus presenting a unique investment opportunity.
- Opportunistic Share Buybacks:
The fund favors companies that are conducting share buybacks, as these actions can signify management’s confidence in the company and can potentially enhance shareholder value by reducing the number of shares outstanding, thereby increasing earnings per share.
