Beyond Beta Investing

Empowering investors with strategically active ETFs spanning disruptive growth, durable quality, balanced core and liquid alternatives. 
DISRUPTIVE GROWTH ETFs

Big Untapped Ideas, Risk Managed

Investing in innovative companies at the forefront of secular shifts in the global economy spanning power, healthcare, defense technology and deglobalization.

Thematic ETF Icon Growth-teal Thematic ETF Icon icon-gray-thematic Thematic ETF Icon Growth-teal Thematic ETF Icon icon-gray-thematic
DURABLE QUALITY ETFs

Dominant, Durable and Tangible Moats

Investing in quality companies with dominant and durable competitive advantages such as critical infrastructure, financial services, and network industries.

Quality ETF Icon Quality ETF Icon Quality ETF Icon Quality ETF Icon Quality ETF Icon Quality ETF Icon Quality ETF Icon Quality ETF Icon
BALANCED CORE ETFs

Stay invested in S&P 500, with lower risk

Rules-based innovation on core exposures such as the S&P 500 with lower concentration and tracking error risk.

Core ETF Icon Core ETF Icon Core ETF Icon Core ETF Icon Core ETF Icon Core ETF Icon Core ETF Icon Core ETF Icon
LIQUID ALTERNATIVE ETFs

Invest Alongside the Alternative Asset Manager (GP)

Liquid alternatives strategies allowing investors to benefit from asset growth (AUM) and asset returns (performance).

Alternatives ETF Icon Alternatives ETF Icon Alternatives ETF Icon Alternatives ETF Icon Alternatives ETF Icon Alternatives ETF Icon Alternatives ETF Icon Alternatives ETF Icon

Latest Research & Insights

Stay informed with our latest research, insights, and market analysis to make better investment decisions.

2025 Healthcare Recovery & 2026 Green Shoots

2025 is shaping up to be the year of a healthcare turnaround. 2026 holds even more promise as the momentum sustains and green shoots start to blossom.

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How to Stay Invested in the S&P 500, with Reduced Concentration Risk

The S&P 500 companies are a core allocation for most investors, representing some of the best businesses in the world. Yet, at this moment the top...

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Listed Alternatives: A Liquid Way to Access Private Markets

It is well known that allocating to alternative assets, from private equity to private credit, can be a sound portfolio strategy, offering diversifica...

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Definitions
Beta is a widely used indicator of the price volatility, or the level of risk, of a stock relative to the broader market.