ETF ZOO OWN ETF
For wealth professionals evaluating index and ETF exposure, the episode lays out the construction rationale behind an insider-ownership-weighted index and the manager's case for how it could be used alongside or instead of S&P 500 exposure. It also gives a concrete example of how an ETF's index methodology and owner-operator thesis are explained to advisors.
Summary
By the etfs deskIn this Behind the Ticker episode, host Brad Roth speaks with Haren Bhakta, creator of the Inside Ownership Index behind the Inside Ownership 100 ETF, about indexing to insider ownership rather than just companies. Bhakta describes how a moment at the 2024 Berkshire Hathaway annual meeting led him to review roughly 21,000 proxy filings and build an index weighted by the dollar value of insider ownership. The conversation covers market leadership examples, Nvidia versus Intel, back test results, crisis behavior, how OWN differs from founder-focused ETFs, and how advisors might use it as a replacement for S&P 500 exposure.
- Bhakta says a moment at the 2024 Berkshire Hathaway annual meeting led him to dig through roughly 21,000 proxy filings to build the index.
- The Inside Ownership Index is weighted by the dollar value of insider ownership.
- Bhakta discusses market leadership from GM and IBM to GE and explains why Nvidia's founder-led culture left Intel behind despite Intel's stronger numbers in 2020.
- The episode covers back test results, why owner-operators tend to hold up better in a crisis, how OWN differs from founder-focused ETFs, and how advisors might use it as a replacement for S&P 500 exposure.
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