The fund’s investing philosophy will cover climate sustainability among other megatrends.

SEC-registered investment advisor, The Future Fund LLC, launched this week The Future Fund Active ETF (FFND) under the stewardship of Gary Black, managing partner, and David Kalis, CFA, partner.

The Future Fund Active ETF

The new, actively managed fund will identify megatrends and the top 40-50 companies that can take advantage of their impact on the economy and the markets in the coming years. (CISION PRNewswire)

These innovation-driven, secular growth trends that can influence humans’ daily lives include 24/7 information and entertainment, automation, lifestyle improvements, and climate sustainability.

“We are focused on change,” said Black. “We have identified several secular megatrends that are changing the world and are investing in the companies we believe are best positioned to capitalize on those trends. We’re excited to offer our investors the opportunity to be part of the significant potential we see in the market.”

M/s Black and Kalis have both held portfolio management and investment research positions at some of the most reputable firms in asset management. Between them, they have more than 50 years of experience managing portfolios for clients.

“We use our deep research experience to look for companies that are potentially worth multiples of their current prices,” commented Black.

Future Fund: Active confidence

Black and Kalis do not need for their investment strategies to mirror any indices as they have confidence in their active management, quality of research, and strong convictions.

This is why the new fund will disclose its investment positions and process, as well as report any changes daily.

Investors, therefore, have a clear view of the holdings of the fund.

Shorting possible

According to the FINANCIAL ADVISOR, the Future Fund could also use “opportunistic hedging” and short companies which are overvalued relative to their fundamentals or are going to be disrupted by the emerging secular trends.

However, shorting would be limited to 10% of the fund’s portfolio.

Related Story:  BMO Launches 11 New ‘Megatrend’ ETFs