Ticker: FOUNDERCEO

Portfolio Summary

This portfolio invests in companies whose CEO is a company founder. Academic research suggests that founder-led firms have historically shown strong stock performance. Potential reasons for this include high CEO ability, the CEO’s deep company knowledge, and their strong personal investment in the company's success. Some studies have indicated that compared to their peers, founder-led firms invest more in research and development and have higher capital expenditures.

The portfolio is diversified across multiple sectors of the economy and is rebalanced at the discretion of the portfolio manager.

Note that while some studies suggest that founder-led firms may outperform the market, dub Capital has not attempted to independently replicate this research, and past performance does not guarantee future results.

Risks

This portfolio primarily comprises stocks and is susceptible to the inherent volatility and potential declines that characterize the stock market. It is possible that firms with the distinctive characteristics of founder-led firms will not outperform or may even underperform the market in the future. The performance of founder-led companies may vary, and there is no guarantee that the historical trends observed will continue.

Investing in a portfolio focused on a specific characteristic (in this case, founder-led companies) may lead to increased concentration risk and potentially higher volatility compared to more broadly diversified portfolios.

Risk Score: 3