Entering the ETF space is a natural extension of our business and, most importantly, affords taxpaying investors access to our actively managed strategies within a highly tax efficient ETF structure.
Jason Minard (Managing Director)
As an actively managed and fully transparent ETF, COPY utilizes a proprietary multi-factor Tweedy Browne value model, informed by empirical research and extensive experience of Tweedy, Browne’s Investment Committee, to target investment in U.S. and non-U.S. companies that Tweedy, Browne believes are undervalued and where the company’s “insiders” have been actively purchasing the company’s equity securities and/or the company is conducting opportunistic share buybacks. The investment process is largely quantitative and decision rule-based and is used to identify companies across a broad cross-section of market capitalizations.
The Tweedy, Browne Insider + Value ETF, which began trading on December 26, 2024, is listed on the New York Stock Exchange and supported by The RBB Fund Complex, an ETF platform provider that oversees approximately $30 billion in assets for over 60 mutual fund or ETF offerings.
“Entering the ETF space is a natural extension of our business and affords taxpaying investors access to our actively managed strategies within a tax-efficient ETF structure. We are attempting to address the growing demand for value-oriented investment options in these innovative investment vehicles,” said Jason Minard, Managing Director and head of client services at Tweedy, Browne.
Managing Director and Investment Committee member John Spears commented, “We are excited about the chance to offer investors the opportunity to access what we often refer to as the ‘insider’s edge,’ the unique insight that high-ranking corporate executives and informed directors can have regarding the prospect for improvement of their company’s condition and share price. We have studied this space for decades.”
