Active Small-Cap Investing & Factor-Based ETFs

In order to find the great investment managers, especially investment managers that we're drawn to like concentrated products that are interested in generating excess return over a benchmark. They're alpha focused. They're not risk control focused.

All right, joining me will be Chris Tessen, founder and portfolio manager at Acuititus Investments, who just today they are out with their first ETF. It's the Acuititus small cap active ETF, ticker symbol AIMS, Ames, which this is obviously actively managed. And interestingly, this takes a multi-manager approach.

So, I'm going to have Chris explain exactly why they're doing that because I think that's a unique spin here. And I would say Acuitus is a unique firm overall. Uh they do specialize in global small cap and micro cap investing.

They've been around for about 15 years and they're a pretty well-known name in institutional circles, but they are now bringing their expertise to the uh ETF rapper. And so we'll get into uh all of this and also find out how Chris is viewing small cap stocks at the moment. Uh I feel like there definitely seems to be a lot more interest around this category recently.

So we'll hear what uh Chris thinks. Now later I will be joined by Bill Man, chief investment strategist at Mly Fool Asset Management, who is up to nine ETFs over two and a half billion dollars following the launch of three ETFs in December. And these new ETFs are all uh factor-based strategies, which I find interesting because there's been so much buzz and momentum around pure actively managed ETFs, but MLY fool decided to pursue systematic indexbased strategies.

And so we're going to have a conversation around that. Uh we'll obviously take a look at these new ETFs and then we'll also just talk about the relationship between MLY full asset management and then the MLY full publishing or uh content business which I know a lot of people are familiar with.