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Jun 12
Two names. One ETF. @fitz_keith spent 40 years developing a framework built on one question: is this company making something the world cannot live without? @DavidANicholas built XFUNDS around the same conviction — that investors deserve better than average. $FITZ, the Fitz-Gerald Must Have Portfolio ETF, brings both together. Must have. Not nice to have. For more info on FITZ, please visit fitzetf.com $FITZ #ActiveETF #ActiveManagement
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Active ETFs may be booming, but not all active ETFs are created equal. See why experience in active investing may matter more than ever amcen.co/4wDolz7. #ActiveETFs #ETFInvesting #ActiveManagement
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Today we shared our June 2026 Monthly Update with stakeholders and investors. 2026 has been a tough year for digital assets. Out of 571 largest cap tokens, only ~12% are in positive territory year-to-date. BTC is down 15%. ETH is down 27%. A passive, index-weighted allocation would have delivered those drawdowns. This is exactly why active management matters. At Dragonfly, we invest in the protocols powering the infrastructure being built on-chain, selected through deep fundamental research and high-conviction positioning. The results speak for themselves: - Hyperliquid (HYPE) — 166% YTD - Venice (VVV) — 106% YTD - Morpho (MORPHO) — 65% YTD. In a market where the vast majority of assets are underwater, conviction-driven research and active selection is how we navigate. For professional investors only. Past performance is not indicative of future results. hashtag#Dragonfly hashtag#DigitalAssets hashtag#ActiveManagement hashtag#DeFi hashtag#CryptoInvesting hashtag#Hyperliquid hashtag#Morpho hashtag#Venice hashtag#OnChain hashtag#HYPE
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"Chaos creates opportunity. The more of the former, the more of the latter." — Keith Fitz-Gerald $FITZ, the Fitz-Gerald Must Have Portfolio ETF, is live. And the structural forces behind the portfolio are not pausing for market noise. @fitz_keith’s framework was designed for environments like this — where the long-term picture is clear and the short-term is loud. The investors who zoom out tend to be the ones who are set up for success. "When in doubt, zoom out." — Keith Fitz-Gerald Learn more at fitzetf.com #FITZ #ActiveETF #ActiveManagement
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Registration is now open — NAAIM Outlook Conference 2026! Join active managers Oct 26–27 at The Westin DFW, Dallas, TX. Save even more: naaim.org/join-naaim/ Register today: members.naaim.org/ap/Events/… #NAAIM #Outlook2026 #ActiveManagement #EarlyBird
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If you are still paying a Wall Street 'expert' a management fee in 2026, you actually deserve to be poor. 75% of active mutual funds are getting completely destroyed by the S&P 500 right now. You are literally paying Harvard grads to use you as exit liquidity while smart money quietly stacks Gold at $4,515 and Bitcoin at $77k. Save this tweet for 6 months from now. #SP500 #ActiveManagement
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Registration opening soon — NAAIM Outlook Conference 2026! Stay tuned for registration details and agenda announcements. Learn more: naaim.org/outlook/ #NAAIM #Outlook2026 #ActiveManagement #SaveTheDate
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The 2026 NAAIM Founders Award papers are now posted! Search the full library (2009–2026): naaim.org/programs/find-a-wh… #NAAIM #FoundersAward #InvestmentResearch #ActiveManagement
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Mentre i mercati scendevano con l’oro che chiudeva il peggior mese dal 2008 e Bitcoin chiudeva il Q1 2026 a -23%,  la gestione attiva di Diaman Bitcoin & Gold Index ha permesso all’indice di performare positivamente. Questa è la forza dei nostri modelli quantitativi! Ogni mese mandiamo una mail con le performance dettagliate dell'indice: dati, grafici, e analisi. Se vuoi riceverla, scrivi "BTCG" nei commenti. 👇 #DiamanPartners #Bitcoin #Gold #BTCG #DigitalAssets #AssetManagement #QuantitativeFinance #UlcerIndex #ActiveManagement
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Active revenue is expanding from picking stocks to engineered outcomes (income, buffers, defined payoffs). Active ETFs: 8.7% → 33.7% of industry revenue since 2021. Investors are now paying for design. @BBGIntelligence blinks.bloomberg.com/news/st… #activemanagement #ETFs #stockmarket
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🎉We are delighted to announce that HANetf will be sponsoring the DDQ INVEST Equities Masterclass Lunches in Geneva and Zurich. ➡️Event Details:  Geneva Equities Masterclass Lunch | Health care at a turning point: Why active management matters now Harbor Capital’s Jordan Burleigh, Investment Specialist, will join industry leaders to discuss a turning point in healthcare and how active managers will play a role in shaping the sector's future. 📍Hôtel Métropole, Geneva  📆6th May, 2026 | 🕛12:00 CEST Register here: ddqinvest.com/equities-maste… Zurich Equities Masterclass Lunch | Artillery to algorithms: investing across the defence spectrum Axel Belorde, Head of Business Development at TMX Vettafi, will speak about the importance of cybersecurity in defence, as well as commentary on holistic investing across defence. 📍Mandarin Oriental Savoy, Zurich 📆7th May, 2026 | 🕛12:00 CEST Register here:ddqinvest.com/equities-maste… We look forward to seeing you at the DDQ INVEST Equities events! This material does not constitute a marketing document. It is not an invitation to invest and is for educational purposes only. Please Note: This event is for professional investors only.  VettaFi Harbor Capital Advisors, Inc. #defence #cybersecurity #healthcare #activemanagement #sponsoredevent #HANetf #etfs #Investing
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Fixed income plays a vital role in well-diversified portfolios - especially during periods of uncertainty and volatility. We explore how the M&G Income Fund and M&G Enhanced Income Fund offer two distinct, complementary approaches - each aligned to different risk appetites and investment objectives. mandg.co.za/insights/article… #FixedIncome #IncomeInvesting #CapitalPreservation #ActiveManagement #AssetManagement
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Emerging Markets Value Portfolio Manager Christine Phillpotts joined Value Invest New York 2026, highlighting why we believe attractive valuations, accelerating earnings growth and improving capital allocation position emerging markets as a compelling investment opportunity today. Watch here: bit.ly/3OGr9dN #ValueInvestNewYork #VINY2026 #EmergingMarkets #ValueInvesting #GlobalEquities #ActiveManagement
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.@davis_advisors' Chris Davis joins @NateGeraci on the latest @ETFPrime to discuss the current market environment and why #ActiveManagement is gaining attention amid high valuations and geopolitical uncertainty. He also spotlights $DUSA, the Davis Select U.S. Equity ETF, which recently surpassed $1 billion in assets. Plus, @StrategasRP's @Todd_Sohn breaks down the latest ETF headlines, including Nasdaq-100 ETF filings from @iShares and State Street, Morgan Stanley’s move into spot Bitcoin ETFs, and more. 📺 Watch the full episode now: etftrends.com/etf-prime/etf-… @NovaDiusWealth #ETFPrime #ETF #ETFs #Podcast #FinancialServices
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📈 Credit market dispersion is rising. And it always does at this point in the cycle. Dispersion — the standard deviation of monthly excess returns across EUR IG sectors — is a remarkably consistent indicator of macro stress. When markets are calm and the cycle is benign, all sectors move together. Dispersion is low. Alpha is hard to generate. When macro uncertainty rises, sectors decouple. Some benefit from the shock (defensives, energy). Others get crushed (cyclicals, real estate). Dispersion explodes. Alpha opportunities multiply. Right now, dispersion is trending higher — in lockstep with the market uncertainty composite index (which tracks rates vol, equity vol, oil vol, BTP spreads, and inflation surprise indices across US and Europe). This has two important implications: 🔴 For passive EUR IG holders: your index is masking a very heterogeneous reality underneath. The aggregate 9bp spread widening feels manageable. But sector spread moves are ranging from 2bp (Tech, Banks) to 99bp (Building Materials CCCs). 🟢 For active managers: dispersion environments are where active sector allocation genuinely matters and generates returns. This is NOT a passive buy-the-dip moment. 💭 My View: The rising dispersion signal is itself a reason to be more active, not less. Owning the index here means owning real estate and transportation alongside defensives. That's a bad trade when the 2022 playbook is in play. #CreditMarkets #EUR #Dispersion #ActiveManagement #IG #CreditStrategy 👉 Follow me on Substack substack.com/@zegoodtrader for more on Credit, Equities & Financial Markets
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Emerging Markets Value Portfolio Manager Christine Phillpotts joined @BloombergTV's The Close to discuss why today’s emerging markets are proving far more resilient—even amid geopolitical uncertainty. Watch her full conversation with anchors @kgreifeld and Romaine Bostick: bit.ly/48wiFwk #EmergingMarkets #ValueInvesting #MarketInsights #ActiveManagement #ArielInvestments
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96% of wealthy investors are confident their portfolio did well last year. 84% of their wealth managers actually underperformed. On a £5m portfolio, an underperformance gap of 3% costs £7.67m over 20 years. You're taking the risk. Someone else is keeping the reward. 👇 #Investing #IndexFunds #ActiveManagement #FinancialAdvice
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📰 Active ETFs Rise 21shares sees active management as the next phase of crypto investing as the market matures. This shift matters to investors as it can provide more sophisticated risk management and yield generation. Verdict: SIGNAL ◆ Institutional adoption --- Source: Cointelegraph News #CryptoETFs #ActiveManagement #Investing
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How Do Concrete Vaults Actually Work? (A Simple Guide) If you’ve ever deposited into a DeFi vault, you’ve seen numbers like eRate, NAV, and shares. It looks like a spaceship dashboard, but the logic is actually as simple as a community garden. Let’s break it down. 1. The "Community Jar" (What are Shares?) Imagine a giant jar where everyone puts in their capital. When you deposit, you don’t "keep" your specific coins in a separate pocket. Instead, you get Vault Shares. • The Vault = The Jar • Shares = Your receipt showing exactly what percentage of the jar you own. 2. Understanding NAV and eRate (The Price Tag) • NAV (Net Asset Value): This is just the total "weight" of everything inside the jar. • eRate: This is the exchange rate. Think of it as the price of one share. As the vault earns yield, the NAV (total value) grows. Since the number of shares stays the same but the value inside grows, your eRate goes up. This is how your balance "magically" increases over time. 3. The "Chef" in the kitchen (ActiveManagement) Concrete vaults aren't just stagnant boxes. Think of a professional chef (the protocol’s algorithms) constantly rebalancing the ingredients. Your capital is actively: • Deployed into the best yield strategies. • Rebalanced to manage risk. • Adjusted based on market shifts. You aren't just holding, you are participating in a managed system. 4. Why Time is Your Best Friend DeFi isn't a sprint. Vaults need time to: • Compound the yield (interest on interest). • Offset gas costs and execution fees. • Let strategies mature. The longer you stay, the more the "automated compounding" does the heavy lifting for you. The Simple Mental Model: • Vault: The pooled system. • Shares: Your ownership slice. • eRate: The value of your slice. • NAV: Total value of the pool. • Management: The layer that optimizes your growth. Ready to see it in action? Explore @ConcreteXYZ at app.concrete.xyz
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