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Michael Loukas is CEO of Truemark Investments, owner of TrueShares, an ETF provider that embodies active management, believing a concentrated portfolio that holds best-of-breed names is essential to capturing alpha. As they put it on their website, ‘Long-term investing in companies with a competitive edge’ is paramount to market outperformance.
We discuss this investment philosophy and dig into the TrueShares process to understand how they consistently identify these best-of-breed names. Michael also evaluates the bifurcation of the tech sector, having recently noticed a divergence between B2B and B2C company performance. And finally, we learn more about the TrueShares Technology, AI and Deep Learning ETF [LRNZ], a prime example of the firm’s commitment to investing in ‘the new economy’. Enjoy!
Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter
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