Excess Returns

Inside the First Hedge Fund to ETF Conversion and Finding Long-Term Compounders with Robert Cantwell


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With the rapid growth in ETFs, it seems like almost every product idea possible has been tried. So it is rare to find something that is unique and hasn't been done before. This week, we talk to someone who has done not one, but two things that were never done before in the ETF space. 

We speak with Robert Cantwell, the founder and CEO of Upholdings. Robert was not only the first person to convert a hedge fund into an ETF, but he also was the first to get approval to hold private companies within the ETF structure. In this interview, we take an in depth look at both of these and also discuss Robert's approach to finding stocks with the potential to compound capital over long periods of time. 

We hope you enjoy the discussion. 

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