Welcome to the first episode of our new podcast called LOGO Quick Takes. In this episode I discuss why we created LOGO for investors and why it's important to consider having some dedication to the $60+ trillion annual theme of global household spending and business innovation spending through the leading brands dominating these spending industries.
I talk about our investment process for LOGO, how we weight the stocks, how we risk manage the portfolio through the boom and bust parts of the economic cycle and finally, I talk about our holdings currently and what spending thematics we have access to today and what our views on overall consumer spending trends are.
Virtually every portfolio is chronically underweight the consumer stocks because they are overweight tech and the sectors brands live are under-represented in indexes and the active funds that benchmark hug, which is most active strategies.
LOGO by design, looks very different than the indexes which makes it a great diversifier to passive strategies. The best part, you own many of the most admired brands around the world and in a risk-managed way via LOGO.
Important Information
Investors should carefully consider the Fund’s investment objectives, risks, charges, and expenses before investing. This and other information can be found in the Fund’s statutory and summary prospectuses, which may be obtained at LogoETF.com. Read the prospectus carefully before investing.
For more information about the Alpha Brands Consumption Leaders ETF, symbol LOGO:
For fund disclosures and holdings visit:
www.LOGOetf.com
