We live in an era of rapid and profound change; big and small changes occur at a frantic pace. It’s difficult to keep up. While there is no single cause for this accelerating pace of change, we’ve identified four interconnected themes that underpin planet change. These themes shape our world view.
We view the world differently. Where other money managers see industries and sectors, we see ideas. Where some investment managers invest on auto-pilot, we believe in a thoughtful approach. Where some investment managers invest by the minute, we favor long-term investing.
SmartETFs are actively managed, which means rather than have our holdings dictated by an index, which may or may not be intelligently constructed or subject to intelligent oversight, we actually research and understand the companies we invest in. In selecting the individual stocks to invest in we go through a number of steps:
- Financial History
- Relative Value
- Key Financial Metrics
- Quality Determination
- Set number of holdings
- Approximately equal weight