ReSolve Riffs with Perth Tolle on Investing with the Courage of Moral Conviction

Perth Tolle is the founder of Life + Liberty Indexes, an index provider and sponsor of the Freedom 100 Emerging Markets ETF – a first of its kind strategy that uses personal and economic freedom metrics as primary factors in its investment process. She joined us for a great conversation that included:

• How her early life in China, Hong Kong and the US shaped her perceptions of freedom
• Isolating the “freedom factor” and using it, not as a tilt, but the primary basis for investment decisions
• The enormous task of quantifying, converting, and scaling 76 different metrics, many of which are qualitative
• Political, judicial, economic and social – freedom measured in its many forms
• Settling contradictions when different freedoms collide
• Why Perth has avoided the ESG label
• The many signs that suggested that this was a product that needed to exist
• Stumbling onto a fishing trip with industry heavy-weights and securing seed capital
• Reaching the important milestone of USD 100 million assets under management
• Forging her own path in an extremely competitive and challenging industry
• Accepting that she can no longer travel to several countries because of her work
• Her partnership with Alpha Architect
• New projects on the horizon

 

Thank you for watching and listening  See you next week.

 

This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management.

 

*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.