Insights & Webinars
Q3 2021: Mid-Cycle Economic Backdrop Continues to Favor FCF Quality Equity Exposure
TrimTabs CEO and Chief Investment Officer, Bob Shea discusses Free Cash Flow Quality investing during a mid-cycle economic environment and how TrimTabs has been able to find alpha in the technology sector away from the FAAMGT complex.
Webinars |
Q3 2021: Join us for a discussion on Rethinking Traditional Asset Allocation: Innovation & Free Cash Flow
We believe that the combination of our R&D /Free Cash Flow Innovation with Risk Management is a breakthrough in Index and ETF construction. Register for a webinar, where John Forlines III and Bob Shea will be discussing: - Advances in technology and healthcare are now embedded in every sector of the global economy (financial services, manufacturing, consumer discretionary first among them), which potentially changes how returns in the equity markets, public and private, may be produced in the future. - R&D spending combined with strong free cash flow generation we believe have been responsible for a subset of corporations’ emergence as new leaders in global markets. - We believe innovation has become its own asset class and deserves a strategic allocation in client portfolios through our TrimTabs Donoghue Forlines Risk Managed Innovation ETF (DFNV).
Webinars |
Q2 2021: TrimTabs Free Cash Flow Quality Equity Exposure for the Mid-Cycle
Join TrimTabs CEO and CIO, Bob Shea on Tuesday July 13th, 2021 at 11:00 AM EST as we take a look into quality equity exposure for the mid-cycle through our Free Cash Flow lens.
Webinars |
Q1 2021: Defining Quality, Distinguishing Free Cash Flow Quality
The Free Cash Flow Quality Factor Model is a unique combination of quality measures informed by TrimTabs proprietary research.
Webinars |
Q1 2021: Rethinking Traditional Asset Allocation: Innovation & Free Cash Flow
As we enter the 4th Industrial Revolution and technology is embedded in most sectors, we believe that the combination of R&D /Free Cash Flow Innovation with Risk Management is a breakthrough in Index and ETF construction. Our new ETF, TrimTabs Donoghue Forlines Risk Managed Innovation ETF (DFNV), seeks to identify and adapt to those trends. Join Bob Shea, TrimTabs CEO/CIO and John Forlines III, Donoghue Forlines CIO/PM as they break down our innovation investment process.
Webinars |
Using Free Cash Flow to Uncover Real Quality
Using Free Cash Flow to Uncover Real Quality “Quality” is a tricky term to define. It can be associated with profitability, earnings consistency and growth, or balance sheet leverage, among other things, a fact that many management teams use to their advantage. But i...
Research |
Q2 2020: The Digital Economy
Investing involves risk. Principal loss is possible. Opinions expressed are subject to change at any time, are not guaranteed and should not be considered investment advice. Before investing you should carefully consider the Fund’s investment objectives, risks, char...
Webinars |
Q1 2020: A Quarter for the Record Books
Join TrimTabs CEO/Co-CIO Bob Shea and Co-CIO/Portfolio Manager Janet Flanders Johnston, CFA as they offer their insights on a quarter for the records books and navigating TrimTabs through COVID: 19.
Webinars |
The Power of Free Cash Flow
The Power of Free Cash Flow Our empirical research shows that free cash flow investing delivers numerous advantages over other investment styles, including superior returns and downside protection, and works across different sectors. Don’t believe us? Just look at the ...
Research |
Q4 2019: The De-Escalation of Macro Risks
Join TrimTabs Portfolio Manager Janet Flanders Johnston, CFA as she discusses domestic and international market trends, review both TTAC and TTAI performance, and offer their outlook for the rest of 2019.
Webinars |
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