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Tackle Inflation & Uncertainty With an Insider + Value Approach

BY | ETF Database
6:40 am ET 08/27/26 | 1 VIEW
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.Key Takeaways: This year has been challenging, given the ongoing threat of inflation and other macro pressures, causing many to recalibrate their portfolios. The Tweedy, Browne Insider+Value ETF (COPY ) offers its own compelling use case for navigating 2026, given its focus on both value and insider stock movements. COPY also offers the flexibility of active management, the foundational benefits a value strategy provides amid inflation, and crucial international diversification. Of course, these concerns are prompting many advisors and investors to reconsider how they approach equity exposure in their portfolios. In fact, moments like these can prove advantageous for actively managed strategies that offer distinct approaches to meet the moment. One such fund may be the Tweedy, Browne Insider+Value ETF (COPY ). COPY is an actively managed fund from the Tweedy, Browne team that provides a distinct take on value exposure. COPY’s strategy focuses on investing in companies inside and outside the United States that are both undervalued and seeing opportunistic movements from company insiders.The Tweedy, Browne Insider ApproachThese opportunistic movements can come through a few different methods. For instance, COPY might see an attractive opportunity from company executives or other corporate officers buying their own company’s shares. After all, who knows the long-term opportunities within a company better than those who run it? Alternatively, COPY’s portfolio team could see a compelling buy signal in companies opting to engage in share buybacks. This is because share buybacks could signal management’s confidence that the market is undervaluing a stock. Even beyond COPY’s specific investment philosophy, the fund still has a potent use case for navigating today’s environment. After all, actively managed value funds are generally well-positioned to navigate potentially inflationary conditions, especially with COPY’s international diversification. See More: VettaFi’s Murphy Discusses AI Value Chain on Yahoo! Finance This is due in part to the fact that value stocks tend to offer more robust current cash flows, which could provide insulation against higher prices and rising rates. Furthermore, bolstered by the flexibility of active management, COPY can better position itself to adapt to shifting macroeconomic factors. It may be difficult to foresee where the economy goes from here. Still, advisors and investors could take comfort that COPY is delivering well on its investment objectives. As of June 30, 2026, the fund’s NAV is up 13.79% year to date. Tweedy, Browne Company LLC (“Tweedy, Browne”) is an independent company unaffiliated with VettaFi LLC (“VettaFi”). These articles do not create, and should not be construed as creating, any legal partnership, agency relationship, affiliation, or similar relationship between VettaFi and Tweedy, Browne. VettaFi LLC is the author and owner of these articles. For more news, information, and analysis, visit our Portfolio Strategies Content Hub.

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