Burney U.S. Equity Select ETF

The Burney U.S. Equity Select ETF is an actively managed exchange-traded fund launched by Burney Company on February 5, 2026, as its second ETF offering. It seeks long-term capital appreciation through core U.S. equity exposure, employing a systematic stock selection model refined over 50 years since the firm's founding in 1974. This quantitative approach evaluates U.S. stocks across five dynamic factors—Growth, Valuation, Profitability, Quality, and Momentum—adjusting weights based on prevailing market conditions for adaptability. Enhanced by digital footprint analysis, it uncovers companies with strong revenue potential overlooked by traditional metrics. Holding 80-100 stocks provides broader diversification than typical separately managed accounts, with frequent rebalancing executed tax-efficiently within the ETF structure. Building on the success of Burney Company's flagship ETF, BRNY, which earned a 5-Star Morningstar Rating, this fund extends proven equity expertise to a wider investor base, emphasizing size- and style-responsive U.S. market investing.