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.
Insider Advantages: How COPY Stands Out Among Value ETFs
Given that 2026 has has largely been more favorable for value stocks than usual, advisors and investors might be looking to tilt their portfolio towards value-forward approaches. Key Takeaways: Value strategies are having a bit of a heyday in 2026, but given how they operate, it's important to pick the right strategy.
COPY: Don't Just 'Copy' Insiders, Understand Their Motives
Tweedy Browne Insider + Value ETF aims to capture insider-driven alpha but falls short in applying proven academic criteria for insider signals. COPY's top holdings mostly lack high CEO ownership and managerial discretion, limiting the fund's potential for excess returns per academic research. The fund is rated a hold due to its unproven track record, reliance on a proprietary model, and a relatively high expense ratio of 0.80%.
3 Places To Profit (That Are NOT Tech!)
Technology stocks got trounced in the last week as investors sold their winners and bought previous laggards. If you're looking for new places to profit, too, here are three to consider – courtesy of top MoneyShow experts.
How & Why Tweedy, Browne Entered ETF Market
As a former mutual fund analyst, there are some asset management brands I remember. Tweedy, Browne is one of them.
Tweedy, Browne Makes ETF Debut with Active Value Fund
On Friday, Tweedy, Browne began its foray into the ETF landscape with the launch of the Tweedy, Browne Insider + Value ETF (COPY). COPY seeks to offer capital growth with a long-term time horizon.
