2 Bulls Bonus: Ross Klein, Founder and Chief Investment Officer of Changebridge Capital
This week's guest is one we've been trying to get on our show for the past 3 months, and Ross did not disappoint! Listen along as we try to learn as much as we can about what goes into starting and running an ETF. We also learn a bit about the philosophy behind the individual stocks that make up Changebridge's 2 flagship funds, from a commitment to sustainability to identifying turnaround candidates. This episode was well worth the wait!
2 Bulls in a China Shop: Recorded on 10/18/21
Listen now on all major Podcast distributors!
About Changebridge Capital:
CHANGEBRIDGE WAS FOUNDED ON THE BELIEF THAT CAPITAL MARKETS INCLUDE AREAS OF INEFFICIENCY, WHICH CAN BE IDENTIFIED THROUGH BOTH OUR QUANTITATIVE SYSTEM AND RIGOROUS FUNDAMENTAL RESEARCH.
They aim to deliver long term capital appreciation and the preservation of capital by identifying those inefficiencies. Their fundamental research process integrates financial analysis with a consideration for the sustainability of financial drivers from an environmental, social, and governance perspective. Using this approach to construct portfolios gives disciplined investors the opportunity to compound capital over time, with below average levels of risk.
TRANSPARENCY
Investors have the right to see their holdings on a daily basis, and our investment philosophy is published openly on our website.
STEWARDSHIP
An investors’ capital is theirs and they have the right to access it when they wish. While capital is entrusted with us for investment management purposes, we are gracious stewards and take this responsibility seriously.
They are currently offering the Changebridge Capital Long/Short Equity ETF (CBLS) and the Changebridge Capital Sustainable Equity ETF (CBSE) as well as Separately Managed Accounts.
About Ross Klein:
Ross Klein, CFA is the founder, Managing Member and Chief Investment Officer of Changebridge Capital, LLC. Previously, he served as a Long/Short Generalist and Portfolio Manager at Boston Partners for 10 years. His coverage encompasses the entirety of the US Universe, giving him a broad perspective on the domestic equity market. In those 10 years, he focused on discovering short positions, and his cumulative coverage list exceeds 700 individual companies. Ross co-Managed the Boston Partners Select Equity Fund from August 2019 to February 2020, before founding Changebridge Capital. Ross also serves on the Advisory Council for Graceful Gears, a non-profit that provides elite automobile experiences to people with serious medical conditions. Ross received the CFA designation in 2014 and a BS in Business Administration from Babson College. He continues to serve as a volunteer in the Babson Admission Connection program and Babson Finance Department.
Links:
Changebridge Capital Homepage
Changebridge Twitter
Ross Klein Twitter
Other Links:
Thinking, Fast and Slow by Daniel Kahneman
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