Perth Tolle, Life + Liberty Indexes – If I Was In Hong Kong Right Now, I Would Be Arrested, Definitely, For Doing This | #318
In episode 318, we welcome our guest, Perth Tolle, founder of Life + Liberty Indexes. In today’s episode, we’re talking about freedom! Perth shares what led her to focus on the relationship between freedom and investing in emerging markets. We hear the story of how she launched the ETF with the help of former podcast guests Rob Arnott and Wes Gray. She shares the inner workings of her Freedom Index and how it uses personal and economic freedom metrics as factors. As we wind down, Perth explains how it differs from most emerging market funds and what the reaction has been from people all around the glove. All this and more in episode 318 with Life + Liberty Indexes’ Perth Tolle.
Key Points
- The Freedom 100 Emerging Markets ETF (FRDM) uses personal and economic freedom metrics to weight countries in its index, excluding the less free markets like China, Russia, and Saudi Arabia.
- The ETF's construction methodology involves using the top 10 largest and most liquid securities from each included country, market cap weighting within each country, and capping any single security at 8% to avoid concentration.
- FRDM appeals to a broad range of investors, including those who do not necessarily identify as free-market capitalists, due to its focus on human rights and the political aspect of the markets.
Chapters
0:00 | |
1:26 | |
7:14 | |
15:25 | |
20:24 | |
27:01 | |
33:56 | |
39:24 | |
42:03 | |
51:41 | |
54:17 | |
56:07 |
Transcript
Loading transcript...
- / -