Burney Investment Management
Burney US Equity Select ETF
Core US equity exposure with Opportunistic Factor Rotation
Burney US Equity Select ETF
The Burney US Equity Select ETF (BRES) offers adaptive U.S. equity exposure driven by Burney’s proprietary stock selection model, which emphasizes the most effective factors—such as Growth, Value, Profitability, Momentum, and Quality—based on current market conditions. Supplemented by a digital footprint signal that anticipates revenue surprises, the fund seeks long-term capital appreciation through a disciplined, data-informed approach.
Adaptive Factor Rotation
Dynamically emphasizes the factors most effective in current market conditions for more consistent performance.
Digital Footprint Signal
Uses alternative data to identify companies with potential revenue surprises before they’re reflected in earnings.
Core U.S. Equity Exposure
Provides diversified access to U.S. equities through a systematic, research-driven selection process.
Why BRES?
Proven Quantitative Expertise
Adaptive, Data-Driven Strategy
Forward-Looking Insights
Core Portfolio Solution
Burney US Equity Select ETF
Burney Investment Management
The Burney Company is an experienced investment advisor, founded in 1974 by Jack Burney, managing over $3 billion in assets with a history spanning five decades. Their core investment philosophy is Factor Rotation Over Market Timing, which seeks to adapt to market phases by allocating to the size and style currently in favor (e.g., small-cap/value vs. large-cap/growth), rather than attempting to time short-term moves. This strategy is driven by a proprietary, adaptive quantitative stock selection model that continuously scores over 2,500 US equities based on key factors including Growth, Valuation, Profitability, Quality, and Momentum, emphasizing the factors most relevant in the current environment. The firm backs this process with a Quality Process team of 18 professionals holding advanced credentials.
Investment Team
Richard E. Bauchspies Jr., CFA
Portfolio Manager
info@burney.com
John M. Daley, PhD
Portfolio Manager
info@burney.com
Fund Documents
Important Disclosures
Past performance is no guarantee of future results. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.
This material is for informational purposes only and should not be construed as investment advice. Before investing, consider the fund's investment objectives, risks, charges, and expenses. This and other information can be found in the fund's prospectus, which may be obtained from your financial advisor.
Investments in ETFs are subject to market risk, including the possible loss of principal. ETF shares may trade above or below their net asset value. This difference in price may be due to market conditions and other factors.