Seth Cogswell, founder of Running Oak and a proponent of rules-based investment strategies, dives deep into the distinction between fiduciary advisors and asset gatherers. He reveals the importance of genuine financial stewardship and client relationships in investment management. The conversation also highlights the untapped potential of mid-large cap stocks and the pitfalls of emotional trading. With insights on disciplined investment strategies, Seth equips both advisors and investors with tools for sustainable growth amid market fluctuations.

Seth Cogswell, the founder of Running Oak Capital, shares insights from his unique investment journey inspired by his father's strategies. He discusses the launch of his ETF, RUINN, emphasizing efficient growth while managing risks. Seth reveals his methods for identifying undervalued companies and leveraging market inefficiencies. He underscores the importance of diversification and disciplined valuation criteria to safeguard against downturns. Tune in for a thoughtful exploration of family legacy and proactive financial strategies that drive standout returns.