The Burney U.S. Factor Rotation ETF (BRNY) is an actively managed exchange-traded fund that focuses on achieving long-term growth of capital. The fund implements a factor rotation investment strategy developed by The Burney Company, its sub-adviser. This strategy aims to capitalize on market cycles by dynamically adjusting exposure to large-cap, mid-cap, growth, and value stocks based on observed performance trends. The fund's approach involves a proprietary model that assesses various valuation, growth, profitability, quality, and technical factors, as well as alternative data sources like artificial intelligence predictions, to select and allocate securities within different investment cycles.
The BRNY Dividend ETF employs an actively managed strategy that focuses on long-term capital growth through investments in U.S. listed common stocks. The fund's investment objective is achieved by rotating between different market phases based on factors such as market cap size and investment style (growth vs. value). The ETF's dividend distribution is influenced by the performance of the underlying portfolio companies, which are selected using a proprietary quantitative model that considers various valuation, growth, profitability, quality, and technical factors. While dividends may not be the primary focus of the fund, investors can potentially benefit from both capital appreciation and periodic dividend returns as a result of the strategic factor rotation approach.
The Burney U.S. Factor Rotation ETF (BRNY) follows an actively managed approach to seek long-term capital growth. The fund's strategy involves tracking U.S. listed common stocks across various market capitalizations, including large, mid, and small-cap companies. Utilizing a proprietary factor rotation style of investing, BRNY aims to navigate investment cycles, shifting between growth and value strategies based on market trends and performance indicators. With an emphasis on optimizing its portfolio through a unique model developed by The Burney Company, the sub-adviser to the fund, BRNY offers investors exposure to dynamic shifts in market dynamics and styles.
Understanding the correlation of the Burney U.S. Factor Rotation ETF (BRNY) is essential for investors aiming to grasp its behavior in relation to the broader equity market. This ETF employs a unique factor rotation strategy, shifting between large, small, value, and growth investment cycles based on market conditions. While specific correlation details are not provided in the available information, investors can utilize tools like ETF Insider's web app to explore correlations and gain deeper insights into BRNY's behavior. The web app offers a simple visualization tool to study correlations and overlaps, helping investors make informed decisions and stay attuned to market trends.BRNY Sector
The Burney U.S. Factor Rotation ETF (BRNY) employs an actively managed approach to investment, focusing on factors related to market cycles, size, and style. The ETF seeks to achieve long-term growth of capital by rotating its investments between large, mid, small-capitalization, growth, and value stocks. The strategy is designed to capture performance trends that favor specific sectors and styles in the market, allowing investors to potentially benefit from various market conditions and cycles. The Burney Company, the sub-adviser to the Fund, uses proprietary analysis and data, including factors such as valuation, growth, profitability, and alternative data, to make informed decisions about sector allocation within the ETF.BRNY Exposure
The Burney U.S. Factor Rotation ETF (BRNY) stands out for its unique approach to market exposure. This actively managed ETF aims to achieve long-term capital growth by investing in U.S. listed common stocks across various market capitalizations – large, mid, and small. Utilizing a factor rotation strategy, the fund dynamically adjusts its allocation between growth and value stocks based on market cycles. BRNY's exposure strategy is enhanced by ETF Insider, a web app that provides comprehensive data and visualizations, aiding investors in understanding exposure, correlations, and overlaps across different U.S. ETFs.
ETF Insider is a data-driven portfolio analytics and optimization platform that introduces a more efficient and practical way to visualize, analyze and optimize portfolios.
Rather than focusing on the surface-level attributes of ETFs and Mutual Funds, ETF Insider goes deeper by examining the underlying holdings of exchange traded products.
By organizing and structuring that data, investors can easily navigate within their overlapping layers.
This innovative perspective combined with modern data visualization and modeling tools, provides an entirely new approach to portfolio optimization that can quickly expose both portfolio inefficiencies and opportunities.
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ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.
