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.

Alts Alert: Accessing Private Market Value Creation

SpaceX, OpenAI, ByteDance (owners of TikTok), and Stripe have one thing in common: They are all private companies valued in the hundreds of billions o...

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Interest Rates: A Tailwind for Investing in Durable Quality

The Federal Reserve is cutting rates again, firmly marking June 2024 as the peak this cycle. Historically, from 1984-2021, cutting cycles have been po...

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Why Automation is Key to Enabling U.S. Reindustrialization

Supply chain disruption and political will are reinvigorating US manufacturing. Yet for the nearly $3 trillion manufacturing investments1 announced in...

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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.