

Large-cap growth strategies have been a highly popular investment approach for years. But risk within these strategies have certainly been growing as of late.

It's no understatement to say ETFs are becoming an increasingly popular investment vehicle in today's market. Key Takeaways: With over 1,000 ETFs launched in 2025 alone, advisors and investors have myriad choices to build out a balanced portfolio.

Traditionally speaking, one of the bigger challenges of value investing is determining whether a company is actually facing a real secular decline or whether a true value opportunity is present.

Broadly speaking, there are plenty of different metrics that analysts and investors can employ when trying to determine whether a stock is undervalued or not. Key Takeaways: There are many methods to identify a good value opportunity.

Whenever an ETF passes a key threshold for assets under management, it's worth taking a look at how the fund got to this point. This is certainly the case for the Tweedy Browne Insider + Value ETF (COPY).

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.

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.

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.