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.

Private Wealth - The Next $15 Trillion Alternatives Opportunity

Private markets are in the midst of explosive growth. Once limited to endowments and institutions, alternatives are now opening to private wealth — ef...

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End of Healthcare Policy Uncertainty? What the Pfizer-Trump Deal Means

Since the election of President Trump and the nomination of Robert F. Kennedy Jr. as Health Secretary, the healthcare sector has been under considerab...

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Navigating Bull Markets: Why Quality Stocks Remain Attractive

There is significant evidence to suggest that quality investing works over the long run. These results are robust in out of sample, and especially str...

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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.