Tweedy, Browne Insider + Value ETF
COPY
New York Stock Exchange Arca- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- One Station Place Stamford CT United States of America 6902
- IPO Date
- Dec 27, 2024
- Website
- tweedyetfs.com
- Similar Companies
- Business
- Tweedy, Browne Insider + Value ETF (COPY) is an actively managed, fully transparent exchange-traded fund that seeks long-term capital growth by investing in undervalued U.S. and non-U.S. companies where insiders—such as executives, corporate officers, directors, or controlling shareholders—have been actively purchasing equity securities or where the company is conducting opportunistic share buybacks; the fund employs a proprietary multi-factor value model informed by empirical research and the Tweedy, Browne Investment Committee's extensive experience, utilizing a largely quantitative, decision-rule-based process to select holdings across a broad range of market capitalizations and geographies including the US, Europe, the United Kingdom, Asia, and emerging markets. The fund may hedge foreign currency exposure back into the U.S. dollar using forward contracts where practicable and features a systematic sell discipline for portfolio refreshment. Launched on December 26, 2024, and listed on the New York Stock Exchange with support from The RBB Fund Complex—an ETF platform overseeing approximately $35 billion in assets—COPY has an expense ratio of 0.80% and targets institutional and individual investors seeking tax-efficient access to value-oriented strategies blending insider activity signals with fundamental analysis. Tweedy, Browne Company LLC, the fund's adviser, was founded in 1920 and is headquartered in Stamford, Connecticut; the firm manages approximately $7.2 billion in assets, primarily in value-oriented portfolios for high-net-worth individuals, institutions, private funds, offshore funds, and mutual funds, drawing on its historical roots as a broker to Benjamin Graham and other value investors. In September 2025, Tweedy, Browne expanded its ETF lineup by launching the International Insider + Value ETF (Ticker: ICPY) on the NYSE, applying the same proprietary model exclusively to non-U.S. companies to offer complementary global exposure grounded in insider buying and value metrics; this followed COPY's strong early performance, including a reported 22% surge, and aligns with the firm's strategic shift into the ETF market to meet demand for active, tax-efficient vehicles.