New ETF Democratizes Access to Hedge Funds

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About This Episode

Investors were taught a lesson in 2022 when equities and fixed income delivered double-digit, negative returns. No longer could the major asset classes be counted on for diversification. That outcome has led to a surge in interest in alternative investments. My guest today will argue why alternatives are important for advisors to consider and how doing so in a cost-sensitive way is important. Hedge funds and private equity can provide significant alpha but are often unobtainable for retail, non-accredited investors. ETF structures offer advisors and their clients access to those types of investments in a liquid, transparent way.

About Our Guest

Bob Elliott is the co-founder, CEO, and chief investment officer of Unlimited.

Unlimited is an investment firm that uses proprietary technology to create index tracking ETFs for 2-and-20-style alternative investments, making these strategies broadly accessible without high fees and adverse tax implications. Mr. Elliott is a frequent contributor on financial television networks such as CNBC, Bloomberg, and Fox Business, and his macroeconomic economic insights have amassed him over 115,000 followers on the X platform.

Mr. Elliott has built innovative hedge fund strategies for more than two decades. At Bridgewater Associates, the world’s largest hedge fund, he was a member of the investment committee and developed strategies across asset classes, including many for the firm’s flagship Pure Alpha fund. He also was the author of hundreds of Bridgewater’s widely read Daily Observations and directly counseled some of the world’s foremost policymakers and institutional investors on economic and investing issues, including the Federal Reserve, Treasury and White House during the 2008 financial crisis.

Show Notes

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