Robert Cantwell, Upholdings - The Man Behind The First Hedge Fund to ETF Conversion | #384

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 19 January 2022

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In episode 384, we welcome our guest, Robert Cantwell, founder and Chief Investment Officer of Upholdings and portfolio manager for the Compound Kings ETF. In today’s episode, we’re talking to the first person to convert a hedge fund into an ETF and invest in a private company through an ETF. Robert shares why he chose to do the conversion and some benefits of the ETF structure, including transparency, taxes and even short lending to generate income. Then we get into his ETF, ticker K-N-G-S. We talk about Robert’s philosophy for running a concentrated portfolio of companies that he defines as compounders. We hear his thought process for analyzing a company and he uses Facebook as an example. As we wind down, we touch on the Chinese Internet stocks and how investors should think about geopolitical risk when investing abroad. ----- 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 ----- 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. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mepp Favor Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser.
0:17.2	Better investing starts here.
0:18.8	Meath Baber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.4	Didn't industry regulations, he will not discuss any of Cambria's funds on this podcast.
0:27.2	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion
0:31.1	of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit cambria Investments.com.
0:39.6	Welcome friends, we've got a great show today.
0:41.5	Our guest is the founder and chief investment
0:43.4	officer of Upholdings. serves as the portfolio manager of the compound Kings
0:48.0	E. T. In today's episode we're talking one of the first people ever to convert
0:52.3	a hedge fund into an
0:53.5	E.T.F. and invest in a private company through the E.T.
0:57.1	He shares why he chose to do the conversion and some benefits of the E.T.
1:00.2	structure, including transparency, taxes, and even short lending to generate income.
1:05.1	Then we get into his E.T. Ticker KNGS. We talk about his philosophy for running a
1:09.5	concentrated portfolio companies that he defines as Comp and kings. We hear his thought process
1:14.3	for analyzing a company and uses Facebook as a good case study. As we wind down we touch on the
1:19.2	Chinese internet stocks and how investors should think about geopolitical risk when investing abroad.
1:24.0	American Farmland is disappearing at an alarming rate.
	...

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