Lead-Lag Live

Value Beyond Growth with Kevin Orr

13 snips
Aug 17, 2025
Kevin Orr, who leads strategic partnerships at CraneShares, shares his expertise on investment strategies. He discusses the shift from passive to active investing and the rise of smart beta strategies that promise enhanced returns. Orr dives into the importance of diversification using a whale-watching metaphor and explores emerging markets, particularly China, as key opportunities. He emphasizes innovative approaches to portfolio optimization and the need for strategies that lower volatility in uncertain market environments.
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ANECDOTE

Kevin Orr's Career Path To CraneShares

  • Kevin Orr joined CraneShares after building ETF strategies at Putnam and working for Thomas H. Lee.
  • He helped transition products from Tom's business into CraneShares and leads strategic partnerships today.
ANECDOTE

How CraneShares Evolved Its Product Mix

  • CraneShares began with K-Web and expanded into climate products and liquid alts, including KVLE in the US equity bucket.
  • KVLE sits alongside carbon futures, managed futures, and liquid PE offerings within the firm.
INSIGHT

ValueLine Rankings Power The ETF

  • KVLE uses Value Line research to blend timeliness and safety rankings into a systematic ETF index.
  • The fund targets S&P-like sector exposure while boosting yield via optimization inputs.
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