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Upturn AI Summary
Brown Advisory International Value Select ETF(BAIV)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BAIV
10/28/2026: BAIV (2-star) is currently NOT-A-BUY. Pass it for now.
BAIV is an actively managed ETF that provides targeted exposure to international value stocks, aiming for long-term capital appreciation through deep fundamental research. Its core strength lies in Brown Advisory's experienced management team and their ability to select undervalued companies that passive strategies might overlook. It serves best as a diversified satellite holding for an investor who wants active international exposure, though investors should be mindful of the higher expense ratio and the inherent risks of international markets, including currency fluctuation and volatility. Key factors to monitor include the fund's relative performance against passive value benchmarks and the ongoing economic conditions in its primary international investment regions.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While the fund focuses on value, it still seeks capital appreciation which aligns with long-term growth objectives. |
| Momentum investor | Weak fit | Value-oriented strategies are often contrarian and may not align with short-term momentum signals. |
| Value investor | Strong fit | The core investment philosophy of BAIV is specifically tailored to investors seeking undervalued international opportunities. |
| Dividend/Income investor | Mixed fit | The fund emphasizes value, which often correlates with dividend-paying stocks, but capital appreciation remains the priority. |
| Low-risk investor | Weak fit | International equity exposure inherently carries higher volatility and currency risk than domestic or bond-based investments. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term, value-oriented individual or institutional investor who believes in the efficacy of active management to outperform passive indices.
Suitability
BAIV is best suited for long-term investors looking to diversify their portfolio with active international value exposure, rather than active traders or those seeking low-cost index tracking.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | International markets are subject to significant price swings due to geopolitical and economic factors. |
| Market risk | High | The fund's performance is tied to the overall movement of international equity markets. |
| Concentration | Medium | Active management may lead to a concentrated portfolio, which can increase impact from single-stock performance. |
| Tracking/expense | Medium | Higher expense ratios compared to passive funds can create a performance drag over time. |
| Liquidity | Medium | Lower trading volumes may lead to higher execution costs during periods of market stress. |
| Business/sector quality | Medium | Value stocks may sometimes be 'value traps' if the underlying business quality is deteriorating. |
Risk Analysis
Volatility
BAIV exhibits volatility consistent with active equity management in international markets, which is generally higher than domestic broad-market indices.
Market Risk
The primary risks include geopolitical events, currency volatility, and the performance of cyclical industries in the portfolio.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | International Developed Markets | 75 | This provides core exposure to established international economies outside of the United States. |
| Geography | Emerging Markets | 20 | This adds potential for higher growth, though it increases the risk profile of the portfolio. |
| Cash/collateral | Cash and Cash Equivalents | 5 | A small liquidity buffer is maintained to manage inflows, outflows, and tactical trading opportunities. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 9.19% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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