The ETF industry has been in the business of disrupting and improving investor outcomes for 30 years. ETF issuers sit on the frontline of this innovation. Here they share the choices, the pivotal moments, the lessons and the battle scars that make up their journey into an industry that has democratized and revolutionized market access for investors everywhere.
Our guest this week is Christian Cooper, Portfolio Manager at Subversive ETFs.
In this episode, Christian tells us that a problem-solving mindset is key to building product:
- In thematic ETFs centered on solving a problem, consider owning the entire vertical of that theme.
- Not all great stories make for great trades. That’s the real challenge of building thematic ETFs.
- It’s easy to underestimate the amount of operational work that goes into running an ETF.
Read the full transcript below:
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Chapter Markers:
0:00
0:04 Interview With Christian Cooper, Portfolio Manager
18:12 Lessons Learned in the ETF Business
23:15 Debating Future Launches and Strategic Planning
INVESTORS SHOULD CONSIDER THE INVESTMENT OBJECTIVES, RISKS, CHARGES AND EXPENSES CAREFULLY BEFORE INVESTING. FOR A PROSPECTUS OR SUMMARY PROSPECTUS WITH THIS AND OTHER INFORMATION ABOUT THE FUND, PLEASE CALL 877-291-4040 OR VISIT OUR WEBSITE AT WWW.SUBVERSIVEETFS.COM. READ THE PROSPECTUS OR SUMMARY PROSPECTUS CAREFULLY BEFORE INVESTING.
Important Information
Unusual Whales Democratic ETF (NANC) & Unusual Whales Republican ETF (KRUZ)- Investing involves risk including possible loss of principal. It is possible that legislation or regulation could be enacted that limits, restricts or prevents United States Congresspeople and/or their spouses from personal securities trading. Legal, tax and regulatory changes could occur that may adversely affect the Fund and its ability to pursue its investment strategies and/or increase the costs of implementing such strategies. Government regulation may change the manner in which the Fund is able to implement it’s principal investment strategy. Government regulation may change frequently and may have significant adverse consequences for the Fund or its investments. It is not possible to predict fully the effects of current or future regulation.
A high portfolio turnover rate has the potential to result in the realization and distribution to shareholders of higher capital gains, which may subject you to a higher tax liability. High portfolio turnover also necessarily results in greater transaction costs which may reduce Fund performance.
Food Security ETF (KCAL)- Investing involves risk including possible loss of principal. The Adviser’s evaluations and assumptions regarding issuers, securities, and other factors may not successfully achieve the Funds’ investment objectives given actual market conditions.
The food industry is highly competitive and can be significantly affected by demographic and product trends, competitive pricing, food fads, marketing campaigns, environmental factors, government regulation, adverse changes in general economic conditions, agricultural commodity prices, evolving consumer preferences, nutritional and health-related concerns, federal, state and local food inspection and processing controls, consumer product liability claims, consumer boycotts, risks of product tampering and the availability and expense of liability insurance. The water industry can be significantly affected by economic trends or other conditions or developments, such as the availability of water, the level of rainfall and occurrence of other climatic events, changes in water consumption, new technologies relating to the supply of water, and water conservation.
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