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).

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Latest Research & Insights

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

4 Questions on Private Markets with Investment Partner Kaimon Chung

Explore insights from Investment Partner Kaimon Chung on private markets, their role in portfolios, and how advisors can access these opportunities effectively.

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Finding the Tollkeepers: Lessons from Graham, Buffett & Hohn

Discover wisdom from Graham, Buffett, and Hohn. Learn about investing in durable quality companies through purpose-built ETFs for long-term success.

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Czech, Please: CSG's IPO Signals Defense Boom

CSG's IPO highlights a potential defense sector boom driven by NATO spending and renewed investor interest. What are the implications for investors?

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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.