Welcome to our Commentary & Insight page — a resource for thoughtful perspectives on value investing, market behavior, and company research. Here you’ll find original papers, portfolio commentary, interviews, and firm updates, all designed to keep investors informed about our strategy, outlook, and the thinking behind our decisions.
Insider Advantages: How COPY Stands Out Among Value ETFs
VettaFi ETF TrendsNick Wodeshick discusses our disciplined approach to value investing and how corporate insider buying and share buybacks make our Insider + Value ETF (COPY) stand out among value strategies.
Spears and Hill on Insider Value
John Spears and Jay Hill join David Cohne on the Inside Active podcast to talk about what value means in today’s market, why insider buying can be a powerful signal, and more.
COMMENTARY
Q1
2026
COMMENTARY
Q4
2025
COMMENTARY
Q3
2025
From Graham to Global: Tweedy, Browne’s Next Chapter
VettaFi ETF TrendsTodd Rosenbluth highlights our time-tested value investing principles while discussing our newly launched International Insider + Value ETF (Ticker: ICPY).
John Spears appears on WealthTrack
WealthTrackJohn Spears and Consuelo Mack discuss the rationale behind our new Insider + Value ETF (Ticker: COPY) and the decades of research that drive it.
Webcast replay | Applying Insider Behavior to Global Value Investing
VettaFiJohn Spears and Jason Minard have an in-depth discussion with VettaFi’s Todd Rosenbluth about our Insider + Value ETF (Ticker: COPY).
COMMENTARY
Q2
2025