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Behind the Ticker

Active Hedge Fund Strategy in an ETF | Adam Eagleston, FORH

·40 min

Episode 13 features Adam Eaglston, the Chief Investment Officer of Formidable Asset Management. Formidable is an active and adaptable financial services company. They employ a disciplined process and build client portfolios and develop financial plans. The Firm also manages a hedge fund the 'Formidable Fund' which is a multi-strategy fund. In this episode we discuss their Formidable ETF, ticker FORH. The fund is an active multi-strategy equity portfolio that also deploys a hedging component to help protect during market declines. The fund is rooted in the OODA Loop Framework: Observe, Orient, Decide, Act which allows them to identify attractive investment themes and exploit market inefficiencies via top-down framework. For more information on Adam and the firm please visit formidableam.com

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