The TrimTabs name has always been associated with the highest quality research and analysis.
TrimTabs Investment Research (which was sold to Informa in 2017) continues to lead the way in equity liquidity analysis.
FCF Advisors (which was launched as TrimTabs Asset Management in 2011) is the home for all of our free cash flow-based strategies and research.
Minority investment from a family office facilitates TrimTabs Asset Management spinning out from TrimTabs Investment Research
Multi-factor investing model built around shares reduction, free cash flow growth and change in leverage
Sub-advises AdvisorShares’ TrimTabs Float Shrink ETF (TTFS)
Family office investor purchases majority stake in TrimTabs Asset Management
Expands research function and enhances investment strategy with multi-factor model rebuilt to focus more completely on free cash flow profitability
Significant investments made into product development
US free cash flow ETF (TTAC) launched (renamed Free Cash Flow Quality ETF in Dec 2020)
Separately Managed Accounts (SMAs) made available to investors
International free cash flow ETF (TTAI) launched (renamed International Free Cash Flow Quality ETF in Dec 2020)
TrimTabs Quality Model (TTQM) consolidates our further free cash flow research into a refined multi-factor model with the focus on identifying companies with strong and sustainable profitabilit
TTAM Index (Free Cash Flow Index Provider) launches
Ex-Goldman Sachs Partner Bob Shea joins as CEO
TTAM Index secures first client
Risk Managed Innovation ETF (DFNV) and Tactical High Yield ETF (DFHY) launched Dec 2020
Bob Shea named CIO
Vince Chen named Director of Research, Portfolio Manager on TTAC and TTAI in March 2021
TTAM renamed to FCF Advisors and TrimTabs Quality Model (TTQM) renamed to Free Cash Flow Quality Model (FCFQM)
Yield Enhanced Real Asset ETF (DFRA) launched Dec 2021
Dynasty Financial Partners takes minority equity stake in FCF Advisors. Bob Shea joins Dynasty Financial Partners as Chief Investment Strategist in November 2022.
Vince (Qijun) Chen is the Director of Research and Portfolio Manager at FCF Advisors, where he spearheads the development of firmwide investment strategies and oversees the portfolio management of Active ETFs, SMAs, and Indices. Vince joined the firm in October 2017 as a Quantitative Analyst.
He holds a Master of Science from Baruch College and a Bachelor of Economics from Guangdong University of Foreign Studies. Vince is a CFA Charterholder and an active member of the CQF Institute New York Society.
Outside of work, Vince enjoys soccer, water sports, cycling, and spending quality time with his family and friends.
Fei Xue is the VP of ABL Wealth – a longevity-based wealth and investment manager using Abacus’ decades-long data and proprietary algorithms to provide financial advisors access to uncorrelated investment solutions and to help create more customized financial plans for clients. With nearly two decades of experience in asset and wealth management, Ms. Xue will be overseeing the buildout of ABL Wealth.
Having worked at Dynasty Financial Partners most recently, Ms. Xue served as a strategic advisor to some of the largest and most successful RIAs across the US. Partnering with sophisticated leadership teams to help scale their businesses, enhance investment offerings, build efficiencies, and better care for their clients. Prior to Dynasty, Ms. Xue was the Director of RIA National Account and Due Diligence at CNL Financial Group, where she made significant contributions in capital raising and distribution of their private market alternative investments. Ms. Xue also had almost a decade of experience in market and product intelligence across US and Asia working for J.P. Morgan Asset Management in both New York City and Hong Kong.
Ms. Xue holds a Bachelor of Science degree from Babson College, and the Chartered Alternative Investment Analyst (CAIA®) designation. She is a native Mandarin speaker having grown up in Dalian, China. She currently resides in Orlando, FL, with her husband and two children.
Tom MacDonald joined Abacus Life in 2023 as a Financial Analyst focusing on investment analysis and financial technology.
He graduated from the University of Central Florida with an academic focus on portfolio management and analysis. Tom holds a degree in Finance with minors in Mathematics and Computer Science.
Tom is a CFA Program Participant and will be sitting for the CFA Level II exam.
Derin manages our day-to-day operations and also acts as Chief Compliance Officer. He joined us in July 2017. Prior to joining, he performed various operations, compliance and internal control functions covering mutual funds, closed-end funds, and exchange traded funds.
Derin received his Bachelor of Arts and Sciences in Economics from the State University of New York at Buffalo.
Derin is a keen traveller, taking particular delight in exploring new cultures and cuisines. He splits his time between New York and Tel Aviv.
Introducing the first edition of our FCF Spotlights and Rankings report. Our clients are always asking, “where has the free cash flow gone recently?” In this monthly report, we will highlight free cash flow profitability sector leaders and laggers, sector climbers and sliders and spotlight two names that have recently entered and exited the portfolio. We look forward to your feedback!
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