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.