Burney Investment Management
Burney U.S. Factor Rotation ETF
Adaptive U.S. equity strategy rotating across size and style factors for consistent performance
Burney U.S. Factor Rotation ETF
The Burney U.S. Factor Rotation ETF dynamically adjusts exposure between size and style factors—such as large vs. small caps and growth vs. value—based on prevailing market phases. Rather than timing the market, the fund seeks to position in the segment most likely to outperform during each cycle. Complementing this rotation strategy, Burney applies its proprietary quantitative stock selection model, scoring over 2,500 U.S. equities on factors like Growth, Value, Profitability, Momentum, and Quality. The result is a core U.S. equity portfolio designed to capture consistent returns across changing market environments.
Dynamic Factor Rotation
Actively shifts between size and style factors—such as small vs. large cap and value vs. growth—based on market phase analysis.
Proprietary Quantitative Model
Uses Burney’s in-house system to evaluate over 2,500 U.S. stocks across Growth, Value, Profitability, Momentum, and Quality factors.
Core Equity Exposure
Provides diversified U.S. equity exposure with an adaptive strategy designed to perform through varying market cycles.
Why BRNY?
Adaptive Market Positioning
Proven Quantitative Process
Core Equity Foundation
Experienced Management
Burney U.S. Factor Rotation ETF
Burney Investment Management
Founded in 1974, The Burney Company is an independent investment manager with a five-decade track record of research-driven portfolio management. Managing over $3 billion in assets across more than 1,900 client accounts, Burney combines quantitative modeling and fundamental insight to navigate market cycles. Its proprietary stock selection system evaluates over 2,500 U.S. equities across key factors—Growth, Value, Profitability, Momentum, and Quality—enabling adaptive, disciplined strategies designed to capitalize on shifting size and style trends in the market.
Investment Team
Lowell Pratt
President & CIO
info@burney.com
Adam Pratt
Director of Investment Strategy
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.