BUSA Profile
The Brandes U.S. Value ETF is an actively managed exchange-traded fund that aims to achieve its investment objectives by focusing on equity securities of U.S. companies. The fund's strategy centers on identifying undervalued stocks that have the potential for long-term appreciation. Under normal market conditions, the fund commits at least 80% of its net assets, including any borrowings for investment purposes, to equities of U.S. companies, based on the funds evaluation at the time of purchase.
The investment approach of the Brandes U.S. Value ETF involves a value-oriented strategy where the fund seeks to invest in companies that are trading below their intrinsic value. The management team utilizes a rigorous fundamental analysis process to assess potential investments, looking for stocks that exhibit strong financial health, solid earnings prospects, and undervaluation relative to their intrinsic worth. This approach is aimed at capitalizing on market inefficiencies and capturing long-term value.
In addition to focusing on undervalued stocks, the fund employs an active management style, allowing it to make strategic adjustments to the portfolio based on changing market conditions and emerging opportunities. This flexibility enables the fund to respond to market dynamics and optimize its investment choices. The management team regularly reviews and updates the investment strategy to align with the funds objective of maximizing returns while managing risk.
The Brandes U.S. Value ETF is designed for investors seeking exposure to U.S. equities with a value investment approach. By focusing on undervalued companies with strong potential for growth, the fund offers a strategy aimed at achieving long-term capital appreciation. Its active management style and commitment to a value-based investment philosophy distinguish it as a vehicle for those looking to invest in U.S. companies with promising long-term prospects.
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