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 leads the research and development of firmwide investment strategies and is responsible for the portfolio management of our Active ETFs, SMAs, and Indices. He joined us in October 2017 as a Quantitative Analyst.
Vince earned his Master of Science in Quantitative Methods and Modeling from Baruch College, and a Bachelor of Economics from the Guangdong University of Foreign Studies. He is an active CFA Institute member.
On weekends, Vince enjoys stand-up paddleboarding, swimming, playing soccer, and spending time with his family and friends.
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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