How ICPY's Value Approach Is Supercharging Foreign Equities

International strategies may have been overlooked by U.S. investors in recent years, but that narrative has shifted over the past two years. Foreign equities offer significant diversification and growth opportunities , especially for those concerned about overconcentration in U.S. stocks.

International stocks have been offering a strong opportunity set as of late, and those conditions are well-positioned to continue. Increased global allocation can help investors diversify their portfolios, tap into attractive sectors, and access growth from a weaker U.S. dollar.

The Tweedy, Browne International Insider + Value ETF (ICPY) offers an active take on international value investing. It targets value companies where insiders are buying up stock or the company itself is conducting buybacks. This opportunity set hasn't shifted in recent months. In fact, conditions for international investing could actually become even more favorable as 2026 continues to progress. Many have already been impressed with how international markets have performed compared to the S&P 500 this year. Looking ahead, things could continue to work in favor of foreign equities, especially if the U.S. dollar remains weak. Additionally, international markets can help U.S. investors allocate to growing sectors like materials and industrials. Of course, selecting the right strategy is crucial when investing abroad. The Tweedy, Browne International Insider + Value ETF (ICPY) presents a potential solution with a compelling use case.

ICPY takes Tweedy, Browne’s proven approach to value investing and applies it to international markets. This approach focuses on seeking value companies in which key insiders are buying company stocks, or the company itself is conducting stock buybacks.

Amplifying international value exposure in itself also offers significant appeal in today’s market. Value stocks tend to perform better than their growth counterparts amid inflation, and international diversification can help down the line. Considering that ICPY is also topped off with a flexible active management team, these qualities can make the fund well-suited for navigating the current global market. ICPY’s approach to international value investing has paid off with good results thus far this year. As of July 31, 2026, the fund’s NAV has risen 20.39% year to date.