BASV

Brown Advisory Sustainable Value ETF

$26.51

+0.00%

Market closed. Last update: 2:12 AM ET

📎 Investment Objective

The Brown Advisory Sustainable Value ETF (BASV) seeks to provide long-term capital appreciation by investing in a portfolio of undervalued companies that demonstrate sustainable business practices.

Overview

ETF tracking Brown Advisory Sustainable Value ETF

Category Value

Issuer Other

Inception Date 2025-06-16

Market Cap $304.4M

Average Volume N/A

Dividend Yield 0.43%

52-Week Range $25.08 - $29.00

VWAP $26.59

Performance

Loading performance data...

Price Chart

Investment Summary

📎 Investment Objective

The Brown Advisory Sustainable Value ETF (BASV) seeks to provide long-term capital appreciation by investing in a portfolio of undervalued companies that demonstrate sustainable business practices.

🎯 Investment Strategy

The fund uses a value-oriented investment approach, seeking to identify companies that are trading at a discount to their intrinsic value. The portfolio managers also incorporate environmental, social, and governance (ESG) factors into their analysis to identify companies with sustainable business models.

✨ Key Features

Actively managed fund that focuses on value-oriented stocks with sustainable business practices
Utilizes a combination of fundamental analysis and ESG integration to construct the portfolio
Relatively new fund with a limited performance history
Low expense ratio of 0.00%

⚠️ Primary Risks

Market risk: The value of the fund's investments may decline due to general market conditions or other factors
Value investing risk: The fund's value-oriented approach may underperform growth-oriented or other investment styles
Sustainability risk: The fund's focus on sustainable companies may limit the investment universe and potentially underperform funds without such a focus
Lack of performance history: As a new fund, BASV has a limited track record to evaluate its long-term performance

👤 Best For

The Brown Advisory Sustainable Value ETF may be suitable for long-term investors seeking exposure to a portfolio of undervalued companies with sustainable business practices. Investors should be comfortable with the fund's value-oriented approach and its focus on ESG factors, as well as the potential for increased volatility due to the fund's relatively small size and limited performance history.