About This Episode

Structured-outcome ETFs have garnered tremendous interest from investors in light of the rampant volatility this year. But those defensive-minded funds have also revealed their often overlooked drawbacks – they limit upside gains up to a certain level in order to provide their downside buffer. As a result, the unexpectedly sharp rebound that began in April has whip-sawed investors holding first generation structured-outcome ETFs, and they are now trailing behind as the next leg of the bull market has taken root.

About Our Guest

Michael Loukas is the principal and chief executive officer of TrueMark Investments, will discuss his new Structured Outcome August ETF (AUGZ), which is the second fund in its recently debuted series of structured-outcome 2.0 ETFs. Michael brings over 20 years of industry experience to TrueMark. Previously, he was president and CEO of USA Mutuals, where he was directly responsible for executing the company’s strategic vision on a day-to-day basis. Michael was also a founding principal and CEO of WaveFront Capital Management, an institutional investment advisor that specializes in emerging markets and China.

Show Notes

Here is a link to the TrueMark web site.