12.15.2022 Gary Black, Future Fund managing partner, joins ‘Squawk on the Street’ to discuss whether the Tesla brand has been negatively impacted by what’s happening in Twitter. Gary believes Tesla fundamentals are extraordinary with several catalysts ahead. He expects Tesla's Board to push Elon to hire a Twitter CEO and focus on Tesla.
TSLA is 8.77%, Apple, Amazon and Twitter are each 0.00% of FFND as of 12/16//2022
9.14.2022 The Future Fund ETF (FFND) has been increasing the Fund's exposure to the climate sustainability megatrend.
(As of 9/12/22 the Fund's portfolio held TSLA 12.35%, HOG 4.55%, GPRE 3.91% PWR 3.82%, ENPH 3.24%, GNRC 2.54%, WOLF 2.40%, BYDDY 1.46%, GTLS 1.41%, RIVN 1.21%.)
8.8.2022 Gary Black spoke with Ignites about potential advantages of using ETFs as a tax-loss harvesting strategy in today’s market. He believes the current steep downturn may be the perfect environment for mutual fund investors to move into ETF versions of the mutual funds they own and that asset managers who do not offer ETF versions of their strategies may lose out. Reinvesting in FFND exposes investors to megathemes -finding innovative and disruptive companies - from a more disciplined valuation perspective than some competitors. Full article requires Ignites subscription >