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Behind the Ticker
Brad Roth
93 episodes
3 months ago
Sam Rahman and John McNamara joined Brad to discuss the launch and philosophy behind the HGRO ETF. Hedgeye, originally built on delivering institutional-quality macroeconomic research to a broader audience, has now extended into the asset management space with active ETF offerings. Sam, who previously managed public equity investments for the Fidelity family office, explained how HGRO fills a gap in the ETF landscape: it offers a concentrated, actively managed large-cap growth portfolio tha...
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Investing
Business,
Entrepreneurship
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All content for Behind the Ticker is the property of Brad Roth and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Sam Rahman and John McNamara joined Brad to discuss the launch and philosophy behind the HGRO ETF. Hedgeye, originally built on delivering institutional-quality macroeconomic research to a broader audience, has now extended into the asset management space with active ETF offerings. Sam, who previously managed public equity investments for the Fidelity family office, explained how HGRO fills a gap in the ETF landscape: it offers a concentrated, actively managed large-cap growth portfolio tha...
Show more...
Investing
Business,
Entrepreneurship
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Kirk McDonald - Argent Capital
Behind the Ticker
23 minutes
5 months ago
Kirk McDonald - Argent Capital
In this episode of Behind the Ticker, host Brad Roth speaks with Kirk McDonald, Portfolio Manager at Argent Capital Management, about his unique path from Air Force pilot to managing the Argent MidCap ETF (ticker: AMID). McDonald shares how his firm’s mission to deliver both strong investment performance and top-tier client service inspired their move into the ETF space. With a deep-rooted philosophy focused on “enduring businesses,” Argent seeks companies with consistent cash flow growth, du...
Behind the Ticker
Sam Rahman and John McNamara joined Brad to discuss the launch and philosophy behind the HGRO ETF. Hedgeye, originally built on delivering institutional-quality macroeconomic research to a broader audience, has now extended into the asset management space with active ETF offerings. Sam, who previously managed public equity investments for the Fidelity family office, explained how HGRO fills a gap in the ETF landscape: it offers a concentrated, actively managed large-cap growth portfolio tha...