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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.
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.
With more than a century of expertise in piloting value strategies in the market, Tweedy, Browne draws on its longstanding heritage to offer a disciplined approach to value investing.
Tweedy, Browne Insider + Value ETF focuses on underappreciated stocks while monitoring insider activity, capturing opportunities across the globe including emerging markets. COPY has easily beaten IVV, ACWX, ACWI, and SURE since December 2024, with its one-month return being especially robust. Heavy in U.S., UK, and Canadian names, COPY puts a lot of emphasis on financials and consumer discretionary, sporting a very low P/E of just 12.2x as of June 30.
Shares of Tweedy Browne Insider Value ETF (NYSEARCA:COPY - Get Free Report) dropped 0.8% during mid-day trading on Tuesday. The company traded as low as $13.68 and last traded at $14.14. Approximately 317,023 shares changed hands during trading, a decline of 0% from the average daily volume of 317,974 shares. The stock had previously
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%.
SEC filings for COPY aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.