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Thursday, 3 September 2026

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Don’t Overlook the Opportunity for International Value ETFs

· ETF Trends

Don’t Overlook the Opportunity for International Value ETFs

It’s been a long time coming, but value strategies are finally having their moment in the sun. However, as domestic value ETFs gain in popularity, are investors and advisors showing enough enthusiasm for international value approaches?

Key Takeaways:

  • U.S. value strategies are picking up steam, but advisors and investors should not forget the potential of an international value approach as well.
  • International value ETFs can provide compelling diversification, while allowing portfolios to access far more value opportunities beyond the United States.
  • The Tweedy, Browne International Insider + Value ETF (ICPY) offers an alternative take to international value investing, seeking out securities that are seeing momentum from company insiders.

Putting it simply, it would likely be a bit of a mistake to not do so. After all, international stocks are offering a compelling opportunity set right now, and a time-tested value approach could be a great way to capitalize on this.

To start, international allocations can help investors diversify their portfolios away from leaning too heavily into U.S. companies. This perk can be especially beneficial, considering how potent concerns are over concentration risk these days.

Furthermore, many international stocks are trading at highly attractive discounts compared to similar U.S. counterparts. Experienced value investors, bolstered by active management, can take advantage of this.

Of course, it matters what kind of approach an investor decides to go with. The right kind of strategy can not only offer long-term growth, but help advisors and investors stay ahead of the competition.

The Insider Approach to International Value

One international value approach that could be worth a closer look is the Tweedy, Browne International Insider + Value ETF (ICPY). ICPY takes Tweedy, Browne’s standout approach to value investing and applies it to a variety of countries across the globe.

Tweedy, Browne’s value philosophy centers on identifying value companies that are seeing attractive insider activity. This could include company executives or directors buying up their own company’s stocks, or the company itself opting to conduct share buybacks.

This value strategy is a bit different than what one would find from a traditional value fund, but the approach is easy to understand. After all, no one knows the inner workings of a company better than its insiders. If insiders are picking up shares, or buybacks are occurring, it might be a good time for outsiders to invest as well.

Thus far, ICPY has delivered compelling performance to its investors this year. As of June 30, 2026, the fund’s NAV has risen 12.87%.

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.

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