Powered By Tidal

The Tidal Financial Group (Tidal) expanded rapidly over the last decade and encompassed multiple ETF related brands including Toroso Investments, Tidal ETF Services, and the ETF Think Tank. Going forward all activity will be unified under the Tidal brand as we become one company, dream, family, and platform focused on holistic ETF customer solutions.

From Active Stock Selection to Robust Portfolio Debates with Bryan Hinmon

Imagine stepping into the world of investing with a guide who’s been through the trenches, from the adrenaline of launching a hedge fund to the steady hand of managing a family office. Today’s guest, Bryan Hinmon, unravels the threads of a career woven through the eye of the financial crisis storm and into the strategy-driven halls of Motley Fool Asset Management. With anecdotes of early influences and the pivot from crunching numbers to captivating stories, this episode is a tapestry of insight for anyone looking to navigate the markets with wisdom and wit.

Strap in as we traverse the dynamic landscape of investment strategy, where the battle of active versus passive management rages on. Our esteemed guest lays out the four foundational pillars that have shored up his investment approach, dissecting the essence of management, culture, and forward-looking trajectories. We chart the course of The Motley Fool’s foray into ETFs, marrying the allure of active stock selection with the discipline of passive management, and we get the scoop on the recent strategic shifts that are shaping the future of mid-cap portfolio management.

As we round off our investment odyssey, we delve into the philosophy of portfolio management where the ‘affectionate hostility’ among team members sparks robust debate and better decision-making. Our guest recounts the tale of Bill Barker’s transition and the benefits of a multi-manager system, painting a picture of a robust investment process that’s more symphony than solo act. The conversation takes a turn to the critical sell discipline that governs focused portfolios, and we unwrap the enigma of asset-light companies, with Broadridge serving as a paragon of strategic intangible assets. Prepare to leave with a treasure trove of investment wisdom that could very well fortify your financial future.

Join us live! Visit https://www.getthinktanked.com to register free.

Chapter Markers:

0:06 Long-Term Investing and Focused Portfolios
13:06 Investment Strategy and Active Management
22:53 Portfolio Managers and Quality System Building
33:17 Cell Discipline and Selling Strategy

Follow ETF Think Tank on Social
Twitter: https://www.x.com/etfthinktank
Linkedin: https://www.linkedin.com/the-etf-industry-think-tank-innovation-lab
Facebook: https://www.facebook.com/etfthinktank

Covered Call ETFs: Facts & Fiction of Single Security Income Investing

Covered Call ETFs: Facts & Fiction of Single Security Income Investing

Covered call ETFs have emerged in recent years as a popular strategy with

ETF Industry KPI – 1/16/2024

ETF Industry KPI – 1/16/2024

Week of January 8, 2024 KPI Summary Ryan Fitzgerald ETF Launches T-Rex 2X Long

You May Also Like