10.21.2021 According to Gary, “rising estimates drove Tesla to the moon in 2020.” He shares his thoughts on why he believes it may continue. (TSLA, 7.62% of portfolio as of 10/15/21) Read the article.
9.8.2021 Gary Black, portfolio manager for The Future Fund Active ETF (FFND) talks about FFND’s holdings – companies it believes have megatrends as tailwinds, high revenue growth and investment controversy. “That’s what creates opportunity. We’re looking for unlevered brands, meaning, brands that are very successful in, say, one segment, and they bring them into other segments, or brands that are successful in one geography, and can go global.” Read more.
9.7.2021 Gary Black joins Oliver Renick to dissect The Future Fund LLC’s Active ETF (FFND), which includes Tesla (TSLA) as its top holding followed by Alphabet (GOOGL) and Chipotle Mexican Grill (CMG). The diversified fund includes stocks across several key sectors that The Future Fund LLC anticipates are set to benefit from secular growth trends based on a fundamental proprietary research-driven process. Watch the interview.
Megatrends have been changing the way people live for hundreds or even thousands of years.