Insider Advantages: How COPY Stands Out Among Value ETFs

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. Tweedy, Browne’s value ETF, the Tweedy, Browne Insider + Value ETF (COPY ), offers its own distinct approach to the strategy by focusing on value companies that are either conducting share buybacks or seeing its own insiders purchasing company stock. The fund has a potent track record, with its NAV up 20.30% year-to-date, as of July 31, 2026. Of course, the question then becomes: What kind of value strategy should one choose to invest in? Given the inherent nature of value investing, this may be a more loaded question than it seems at first glance. At a glance, value investing focuses on the principle of buying into stocks at a price noticeably lower than what the apparent value of their respective business. The challenge lies in figuring out a business’s value, as there is no way to ascertain a company’s value with 100% accuracy. As such, when picking a value strategy to add to a portfolio, one may want to focus on two things: Does the fund’s strategy make sense at face value, and what kind of track record is it offering? After all, results matter. That said, understanding how a fund ascertains a company’s value is crucial. See More: Tweedy, Browne Team Talks Firm’s History, Value Investing, & MoreHow COPY Finds Value Through Insider MovementFor example, Tweedy, Browne has well over 100 years of experience in providing market expertise to value investors. The firm offers the Tweedy, Browne Insider + Value ETF (COPY), an active ETF with its own distinct take on value investing. COPY focuses its allocations towards value companies that either are having company insiders purchasing their own stocks, or companies which are conducting share buybacks. In a recent video, Bob Wyckoff, managing director at Tweedy, Browne, broke down the advantages that monitoring corporate insider’s movements can bring to value investing. Wyckoff noted that it is simply common sense that no individual would be more knowledgeable about the innate advantages and valuation of a company than its own owners and directors. “These corporate leaders live, eat, and breathe their businesses every single day,” Wyckoff added. “For example, they would have unique insight whether a new marketing program was about to be launched, whether cost-cutting plans seem to be working, whether industry conditions were improving, whether the company held undervalued assets, or even the value of a company if it were to be acquired by a competitor or a private equity firm.”A Track Record Fitting for Today's MarketAs Wyckoff noted, this strategy is intuitive and easy to understand: When insiders are buying up their own company’s stock, it could be a good opportunity for disciplined value investors to take a closer look. And, best of all, the fund is offering a good track record thus far this year. As of July 31, 2026, the fund’s NAV is up 20.30% year-to-date. Since value strategies look to still be on the menu for navigating today’s market conditions, a fund like COPY will likely be well-positioned to continue thriving in the months to come. For advisors and investors looking for a fund to stand out from the crowd, COPY certainly may be worth investigating. 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.