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The Meb Faber Show - Better Investing

Liz Simmie, Honeytree – A Quantamental Approach to ESG | #514

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7938 Ratings

🗓️ 27 December 2023

⏱️ 54 minutes

🧾️ Download transcript

Summary

Today’s guest is Liz Simmie, co-founder Honeytree Investment Management, which recently launched an actively managed, ESG-focused ETF, BEEZ. In today’s episode, Liz dives into the strategy of BEEZ, which focuses on responsibly growing companies that are stakeholder governed, purpose driven, and make a net positive impact on the world. Then she shares some hot takes on the state of both ESG and active management. As we wind down, Liz talks about the process of launching an ETF with our friends at Alpha Architect and shares advice for anyone thinking about launching one themselves. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here. Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Welcome to the Med Faber Show, where the focus is on helping you grow and preserve your wealth.

0:09.0

Join us as we discuss the craft of investing and uncover new and profitable ideas all to help you grow

0:13.9

wealthier and wiser. Better investing starts here.

0:17.0

Meck Baber is the co-founder and chief investment officer at Cambury Investment Management

0:21.0

due to industry regulations he will not discuss any of Cambry's funds on this podcast.

0:25.1

All opinions expressed by podcast participants are solely their own opinions and do not reflect

0:28.6

the opinion of Cambria Investment Management or its affiliates.

0:31.2

For more information, visit Cambria Investments.com.

0:33.4

Hey, everybody. A fun show again today. Our guest is Liz Simmy, co-founder of Honeytree Investment Management, which recently launched

0:45.0

and actively managed ESG focused ETF ticker bees.

0:50.1

In today's episode, Liz dies into the strategy of bees which focuses on responsibly growing companies that are stakeholder governed, purpose-driven, and make a net positive impact on the world.

1:01.0

And she shares some hot takes on the state of both ESG and active management.

1:06.0

As we wind down, this talks about the process of launching an ETF with our friends at

1:09.9

Alpha Architect and shares advice for anyone thinking about launching One themselves.

1:15.0

This episode is brought to you by 10 East.

1:20.0

Long time listeners know I've invested in private markets quite a bit myself

1:24.3

But with access to these markets broadening it can be hard to know where to find vetted high quality offerings

1:29.6

That's where 10 East comes in 10 East is a platform where qualified investors can co-invest on a deal by deal basis

1:37.2

across private equity, private credit, real estate, venture, and other one-off opportunities

1:41.9

typically unavailable through traditional channels.

1:44.8

They're founded and led by Michael Lefel who spent his early career building Davidson

1:49.3

Kimpner and who invest material personal capital in every offering they bring to the platform,

...

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