EPISODE · Aug 11, 2023 · 40 MIN
Active Hedge Fund Strategy in an ETF | Adam Eagleston, FORH
from Behind the Ticker · host Brad Roth
Episode 13 features Adam Eaglston, the Chief Investment Officer of Formidable Asset Management. Formidable is an active and adaptable financial services company. They employ a disciplined process and build client portfolios and develop financial plans. The Firm also manages a hedge fund the 'Formidable Fund' which is a multi-strategy fund. In this episode we discuss their Formidable ETF, ticker FORH. The fund is an active multi-strategy equity portfolio that also deploys a hedging component to help protect during market declines. The fund is rooted in the OODA Loop Framework: Observe, Orient, Decide, Act which allows them to identify attractive investment themes and exploit market inefficiencies via top-down framework. For more information on Adam and the firm please visit formidableam.comGet Brad's daily market research: Subscribe to The Signal at thorft.com/newsletterMore episodes: thorft.com/podcast
What this episode covers
Episode 13 features Adam Eaglston, the Chief Investment Officer of Formidable Asset Management. Formidable is an active and adaptable financial services company. They employ a disciplined process and build client portfolios and develop financial plans. The Firm also manages a hedge fund the 'Formidable Fund' which is a multi-strategy fund. In this episode we discuss their Formidable ETF, ticker FORH. The fund is an active multi-strategy equity portfolio that also deploys a hedging component t...
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Active Hedge Fund Strategy in an ETF | Adam Eagleston, FORH
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