PERTH TOLLE: An Emerging Market Portfolio Manager with a unique methodology-

INTRODUCTION

Perth Tolle is the founder of the Life and Liberty Indexes and portfolio manager for the emerging market ETF with the ticker: FRDM

Perth was born in Beijing and moved to the United States at age 9. After college, she lived in Hong Kong for a year and significant experience in China

PERTH'S FREEDOM FACTOR PROCESS

As opposed to the blunt market cap approach to getting emerging market exposure, Perth built an index that sought leading indicators in countries that valued freedom and non-autocratic features.

Perth scores every country in the Emerging Market space across 79 categories. Of the 26 emerging-market countries, 11 make it onto Tolle’s index, including Taiwan, South Korea and Poland. 

Her exclusion of China and Russia in the portfolio have been huge calls.

We talk about her process and how she thinks about countries like Taiwan that score well but have invasion risk from less friendly neighbors.

Finally, we talk about the business of setting up a fund and competing against “the big boys.”

Disclaimer:  This is not investment advice – this is an interview with a  portfolio manager with a new way of thinking.

OUTLINE

-Emerging Markets- what is the scope of that world?-How does your fund differ from the others?-What are some of the freedom criteria?-Not having China and Russia must have been a boon recently-What happens if you are "right" about Taiwan, but its bigger neighbor does something that craters values?  Was Ukraine an example?The business of a fund . . . where are you now and what have been the highs and lows?

ESG IMPLICATIONS

HOW DO WE STAY IN TOUCH?

https://www.lifeandlibertyindexes.com/

https://freedometfs.com/

https://twitter.com/Perth_Tolle

https://www.linkedin.com/in/perth-tolle-7757b745/

https://www.amazon.com/Wealth-Actually-Intelligent-Decision-Making-1-ebook/dp/B07FPQJJQT/