Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning

Lessons from Launching (and Shutting Down) a Small-Cap Value ETF

Jan 15, 2024

01:01:34

In this episode, we walk through our experience of launching a small-cap value ETF in 2014, running it for 6 years and then shutting it down in 2020. We look at what we learned from the experience and what investors can learn about how ETFs work behind the scenes from our experience.

We hope you enjoy the discussion.

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