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.

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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.

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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.

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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).

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Latest Research & Insights

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

Finding the Tollkeepers: Lessons from Graham, Buffett & Hohn

Key Takeaways

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Czech, Please: CSG's IPO Signals Defense Boom

Key Insights Defense spending is becoming structural. NATO’s latest commitments point to sustained, multi-year increases in defense and security spend...

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Why Healthcare is Going Back on Offense in 2026

Takeaways From the Annual J.P. Morgan Healthcare Conference

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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.