This week's guest is one we've been trying to get on our show for the past 3 months, and Ross did not disappoint! Listen along as we try to learn as much as we can about what goes into starting and running an ETF. We also learn a bit about the philosophy behind the individual stocks that make up Changebridge's 2 flagship funds, from a commitment to sustainability to identifying turnaround candidates. This episode was well worth the wait! About Ross Klein: Ross Klein, CFA is the founder, Managing Member and Chief Investment Officer of Changebridge Capital, LLC. Previously, he served as a Long/Short Generalist and Portfolio Manager at Boston Partners for 10 years. His coverage encompasses the entirety of the US Universe, giving him a broad perspective on the domestic equity market. In those 10 years, he focused on discovering short positions, and his cumulative coverage list exceeds 700 individual companies. Ross co-Managed the Boston Partners Select Equity Fund from August 2019 to February 2020, before founding Changebridge Capital. Ross also serves on the Advisory Council for Graceful Gears, a non-profit that provides elite automobile experiences to people with serious medical conditions. Ross received the CFA designation in 2014 and a BS in Business Administration from Babson College. He continues to serve as a volunteer in the Babson Admission Connection program and Babson Finance Department.
2bullsinachinashop.com changebridgefunds.com/
Ross Klein, Founder and Chief Investment Officer of Changebridge Capital