#384 – Robert Cantwell, Upholdings - The Man Behind The First Hedge Fund to ETF Conversion

<p>In episode 384, we welcome our guest, <a href= "https://twitter.com/UPHOLDINGS">Robert Cantwell</a>, founder and Chief Investment Officer of Upholdings and portfolio manager for the Compound Kings ETF.</p> <p>In today’s episode, we’re talking to the first person to convert a hedge fund into an ETF <em>and</em> invest in a private company through an ETF. Robert shares why he chose to do the conversion and some benefits of the ETF structure, including transparency, taxes and even short lending to generate income.</p> <p>Then we get into his ETF, ticker K-N-G-S. We talk about Robert’s philosophy for running a concentrated portfolio of companies that he defines as compounders. We hear his thought process for analyzing a company and he uses Facebook as an example.</p> <p>As we wind down, we touch on the Chinese Internet stocks and how investors should think about geopolitical risk when investing abroad.</p> <p>-----</p> <p>Follow Meb on <a href= "https://twitter.com/MebFaber">Twitter</a>, <a href= "https://www.linkedin.com/in/mebanefaber/">LinkedIn</a> and <a href="https://www.youtube.com/channel/UCKvWzzrVUA_DSCoKXL6GU2w">YouTube</a></p> <p>For detailed show notes, click <a href= "https://mebfaber.com/2022/01/19/e384-robert-cantwell/">here</a></p> <p>To learn more about our funds and follow us, subscribe to our <a href= "https://us1.list-manage.com/subscribe?u=6750faf5c6091bc898da154ff&id=7249739cdb">mailing list</a> or visit us at <a href= "http://www.cambriainvestments.com/">cambriainvestments.com</a></p> <p>-----</p> <p>Today’s episode is sponsored by <a href= "https://theideafarm.com/">The Idea Farm</a>. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library.</p>