<img src="//beacon.etfflows.com/piwik.php?idsite=21" style="border:0; display: none;" alt="">
Bryan Hinmon

Bryan Hinmon, CFA®Chief Investment Officer

  • Joined the firm in 2014
  • Industry experience: 22 years
  • Education: B.B.A., Finance from Stetson University

Bryan’s passion for stock investing began three decades ago, all the way back in the 1990s. He was drawn to the power of compounding, the game within strategy, the variety of studying businesses, and the discipline of sound decision-making. His career took off in Naples, where he worked as a Research Analyst for an asset manager that provided portfolio management and operated a covered-call hedge fund. Later he became a Portfolio Manager at Bulwark Capital Management, a hedge fund with an approach that balanced fundamental long-term equity investing, option income, and special situations. 

Before coming to Motley Fool Asset Management, Bryan worked for the firm’s parent company, The Motley Fool, LLC, for more than four years. He helped manage internal capital for Motley Fool Pro, a service whose strategy embraces long/short equities and options, served as a Senior Analyst on Motley Fool Options, and led the company’s prestigious Analyst Development Program. 

Today, as CIO of Motley Fool Asset Management, Bryan is responsible for leading the investment team, maintaining the firms's investment philosophy, overseeing all strategies, and managing more than $1.7 million in assets as of October 1, 2022. He joined the firm in 2014 as Director of Research, and has served as Portfolio Manager on all six funds: Motley Fool 100 Index (TMFC), Motley Fool Next Index (TMFX), Motley Fool Capital Efficiency 100 Index (TMFE), Motley Fool Small-Cap Growth (TMFS), Motley Fool Mid-Cap Growth (TMFM), and Motley Fool Global Opportunities (TMFG).

Tony Arsta

Tony Arsta, CFA®Portfolio Manager and Senior Analyst

  • Joined the firm in 2009
  • Industry experience: 15 years
  • Education: M.B.A. with Distinction from DePaul University, B.S., Computer Science from University of Wisconsin-Madison

With a focus on statistical analysis and investor psychology, Tony studies companies day-in and day-out in a tireless pursuit of the select few he believes can demonstrate quality growth above their competitors – and, at a reasonable price. He’s been putting these principles into practice throughout his entire career with The Motley Fool, which took off in 2008. After working as an analyst for The Motley Fool LLC, Tony moved into his role as Portfolio Manager and Senior Analyst at Motley Fool Asset Management, where he has been managing funds for the past 15 years.

Today he serves as Lead Portfolio Manager for Motley Fool Global Opportunities (TMFG), and also helps manage Motley Fool 100 Index (TMFC), Motley Fool Capital Efficiency 100 Index (TMFE), and Motley Fool Next Index (TMFX).

Bill Barker

Bill Barker, CFA®Portfolio Manager

  • Joined the firm in 2008
  • Industry experience: 25 years
  • Education: B.A., Political Science from Yale University, J.D. from University of Virginia School of Law

Bill began his journey with Motley Fool Asset Management’s parent company, The Motley Fool LLC, in 1998 as the Principal Writer and Senior Producer for personal finance and investing content. Later he became a Senior Analyst for equity research, specializing in value-stock analysis for Motley Fool Stock Advisor, Motley Fool Hidden Gems, and Hidden Gems Pay Dirt.

Between his roles at The Motley Fool LLC, he served the SEC in the Office of Investor Education and Assistance, and the U.S. Department of the Treasury in the Office of Foreign Assets Control, Foreign Terrorism Division. While with the Treasury, he worked on the detection and prevention of the funding of foreign terrorist organizations and individuals.

Bill has also worked as a trial lawyer for the Commercial Litigation division of the City Solicitor’s Office in Philadelphia, where he handled complex commercial cases as lead counsel in trials involving multimillion-dollar claims. He represented many of the major departments of the city, including the Office of the Mayor.

In addition to his extensive editorial contributions to Newsweek, The Motley Fool LLC, and three Motley Fool books, Bill has appeared as a commentator on CNN, CNBC, CNBC Europe, MSNBC, BBC, CBS, and The Today Show on NBC.

Jeremy Myers

Jeremy Myers, CFA®Portfolio Manager

  • Joined the firm in 2019
  • Industry experience: 14 years
  • Education: B.A., Economics from University of Virginia, M.Ed., Secondary Education from George Mason University

Upon joining The Motley Fool LLC in 2009 as an Equity Research Analyst, Jeremy contributed writing and research to Motley Fool Hidden Gems, focusing on small-cap companies. Later he served as a Senior Analyst on Motley Fool Pro, Motley Fool Income Investor, and Motley Fool Market Pass. As a former secondary school teacher, Jeremy continued his love for teaching and leadership development as Co-Leader of The Motley Fool LLC’s Analyst Development Program for two years.

Jeremy was hired to the Portfolio Management team at Motley Fool Asset Management in 2019 as a result of his outstanding decade of leadership and professional investment skills as Senior Analyst with The Motley Fool, LLC. He generates ideas and conducts analysis for all three of Motley Fool Asset Management's active ETFs, seeking high-quality companies that he believes are underappreciated by the market. He also specializes in the analysis of the technology and real estate industries.

Michael Olsen

Michael Olsen, CFA®Portfolio Manager

  • Joined the firm in 2019
  • Industry experience: 18 years
  • Education: B.A., Business Administration from University of Richmond

Michael’s focus areas range across dividend-oriented stocks, UK-focused investments, value picks, small-cap companies, and international equities. But for the diversity of his experience, his investment approach is singularly focused – buying what we believe to be high-quality enterprises at reasonable prices. He first joined The Motley Fool, LLC in 2005 where he was Lead Analyst of the company’s dividend-oriented newsletter, and Co-Advisor for PRO UK, a UK-focused investment service. Since 2019, he has served as a Portfolio Manager for the Global Opportunities ETF with Motley Fool Asset Management. In addition to his specialty in global and international companies, Michael also focuses on technology, media, and business services.

Earlier in his career, Michael worked at the Corporate Executive Board (now Gartner), a DC-based consulting firm. He is a CFA® charterholder and a graduate of the University of Richmond, where he earned a degree in business administration with a finance concentration.

Charly Travers

Charly Travers Portfolio Manager

  • Joined the firm in 2023
  • Industry experience: 18 years
  • Education: B.A., Psychology from Illinois Wesleyan University, M.S. Pharmacological and Physiological Sciences from St. Louis University

Charly has spent nearly two decades analyzing stocks from a wide range of industries at The Motley Fool, LLC, 1623 Capital, and Motley Fool Asset Management. His prior experience in healthcare and passion for innovation led to his specific interest in biotech and healthcare companies. Upon joining The Motley Fool, LLC in 2005, he contributed research on biotechnology companies to the Motley Fool Rule Breakers publication, and subsequently he became an Associate Advisor for Motley Fool Million Dollar Portfolio. Charly was also one of the founding advisors of Motley Fool Share Advisor, a newsletter product for the U.K. market, and then became a Portfolio Manager for Motley Fool Asset Management in 2014. 

Before he returned to his current role with the firm in 2023, Charly also served as a Portfolio Manager at 1623 Capital from 2020-2022, where he ran a high-conviction fundamental long/short equity strategy. Today, on behalf of Motley Fool Asset Management, he focuses on identifying companies with opportunities to reinvest their profits and earn high returns on capital – specifically as a Portfolio Manager for Motley Fool 100 Index (TMFC), Motley Fool Next Index (TMFX), Motley Fool Capital Efficiency 100 Index (TMFE), and Motley Fool Small Cap Growth (TMFS).

Nate Weisshaar

Nate Weisshaar, CFA®Portfolio Manager

  • Joined the firm in 2014
  • Industry experience: 21 years
  • Education: B.S., Finance from University of Arizona

As an investor specializing in international and banking stocks, Nate’s career with The Motley Fool, LLC and Motley Fool Asset Management has spanned more than 15 years. His years of experience solidified his Foolish investment philosophy: that investing like a business owner (understanding what makes a company tick and having a long-term strategy) is the best way to lay a foundation for growth.

Nate began working for The Motley Fool, LLC in 2007 as an Equity Research Analyst for Motley Fool Global Gains, and subsequently moved to London to become a Co-Advisor on Motley Fool Champion Shares PRO and Motley Fool Share Advisor, The Motley Fool LLC's newsletter products for the UK market. Today he works as Lead Portfolio Manager for Motley Fool Asset Management Small-Cap Growth (TMFS).

Shelby McFaddin

Shelby McFaddin, CFA® Investment Analyst

  • Joined the firm in 2021
  • Industry experience: 5 years
  • Education: Bachelor’s degree, International Affairs and Economics from The George Washington University

Shelby began her career at Strategic Investment Group, an OCIO pioneer in Rosslyn, VA serving institutional clientele. There, she worked on the Private Equity and Public Equity teams, sequentially, where she ran attribution, monitoring, and due diligence on existing and prospective portfolio managers. Shelby's time at Strategic sharpened her skills and interest in direct security research, which she now exercises as an Investment Analyst at Motley Fool Asset Management. Beyond diving deep into research on specific companies under consideration for the funds, she works closely with portfolio managers on a variety of asset management initiatives and projects.

Shelby is a graduate of George Washington University, where she majored in economics and international affairs. In addition, she spent a year studying at the London School of Economics.

bio-offcanvas-tj-piggott

T.J. PiggottInvestment Analyst

  • Joined the firm in 2023
  • Industry experience: 15 years
  • Education: B.B.A., Business Administration from Roanoke College

T.J. has spent his entire career in financial services, and in various roles at some of the largest firms on Wall Street. He began his Foolish journey in 2014 as the Director of Trading for Motley Fool Wealth Management, and later entered The Motley Fool, LLC’s Investor Development Program. After completing this program, T.J. partnered with a Lead Advisor to launch Motley Fool Cloud Disruptors, Motley Fool SaaS Superstars, and Motley Fool Cloud Contenders, where he spent most of his time covering tech and tech-enabled companies. He was also promoted to
Senior Analyst during this time with The Motley Fool, LLC. Recently, T.J. joined Motley Fool Asset Management to support our Portfolio Managers with company research.

As a longtime Fool, T.J. invests with Foolishness, which means: marrying qualitative and quantitative data, seeking companies that meet our definition of Quality, and using a long-term investment mindset.

Ben Wong

Ben WongInvestment Analyst

  • Joined the firm in 2021
  • Industry experience: 16 years
  • Education: B.A., Economics from University of Maryland

Ben specializes in global emerging market equities, and brings over a decade of combined experience from the buy-side and sell-side. Prior to joining Motley Fool Asset Management in 2021, Ben was an Investment Analyst at Limiar Capital Management, a fundamental research-driven hedge fund focused on a concentrated portfolio of small and mid cap equities in emerging and frontier markets. Previously, he was a Senior Investment Analyst at Cartica Management, a long-only alternative asset manager with a strategy of active ownership engagement on environmental, social and governance (ESG) matters in emerging markets.

Earlier in his career, Ben was a Senior Equity Research Associate at Bank of America/Merrill Lynch covering the packaging and paper & forest products sectors on an esteemed Institutional Investor research team. Outside of the U.S., he has been responsible for investments made in Brazil, China, Colombia, India, Indonesia, Mexico, Philippines, Poland, and Taiwan. Ben graduated from University of Maryland College Park with a B.A. in economics and minor in statistics.

Active Strategy

Fund Philosophy

Active Strategy

We don't buy stocks, we own businesses.

Here’s what we hang our hat — ahem, jester cap — on…

All of our active fund managers came up through the ranks of Foolish investing at our parent company, The Motley Fool, LLC, and embrace the same core tenets of stock analysis. 

While The Motley Fool, LLC delivers the Foolish philosophy through its web content, podcasts, books, newspaper column, radio show, and premium stock recommendation services, we at Motley Fool Asset Management deliver the Foolish philosophy through our ETF products. 

But we aren’t just picking an independent collection of stocks – we’re creating diversified portfolios with companies that we find to complement each other, and that we believe should outperform in the long-run.

business owners

We’re not buying stocks. We’re becoming business owners.

The stocks in our funds are intended to be held for multi-year periods, not just a few days, weeks, or months. We believe holding stocks for longer periods greatly increases the chances of positive returns while minimizing volatility.

time in the market

Time in the market is better than timing the market.

While good timing can potentially lead to great returns, we’ve yet to see any investors time the market consistently over any substantial time horizon.

Quality is king

In the battle between Growth and Value, Quality is king.

Our definition of a Quality company eschews hard-and-fast rules in favor of analysis that can take both qualitative and quantitative factors into account.

ESG

Companies that are improving the world can often do the same for our portfolios.

We seek opportunities to invest in companies that we believe are making the world a better place for not just their stakeholders, but for their customers, communities, and environments too.

What does it mean to be Motley?

Very little can be described as truly “Motley”... it’s OUR strongest advantage. 

  • We’ve assembled Fools with diverse backgrounds, prior experience, and analytical methods. 
  • We combine fundamental quantitative analysis with qualitative factors like management, culture, and trajectory.
  • Our holistic approach puts Quality above all.

Discover our Active ETFs

Let's take a look at our Quality framework

Our Portfolio Managers created a rigorous stock evaluation process built on a Quality framework, which we apply to each and every company we hold.

Make no mistake! “Quality” may seem like a broad term. But we’ve made it mean something very specific. Every stock included in an active fund has what we believe to be: 

  • An excellent management team and thriving corporate culture
  • Strong, scalable business models
  • Advantages over their competitors
  • Strong growth potential over a span of several years

Notice, this is not a checklist; it is a qualitative analysis framework through which we can whittle down the nearly 4,000 publicly traded companies in which we might invest to just the hundred or so in which we do

What makes our active funds so Foolish?

Concentrated Holdings

There’s no reversion to mean here! Only our highest conviction stocks are included in our active products (generally 35-45 holdings per fund). This allows each individual company to contribute meaningfully to performance.

High Active Share

The numbers don’t lie. Active share measures the percentage of stocks in a portfolio that deviates from the benchmark index. The range is from zero to 100 – where zero indicates that the portfolio holdings mirror the benchmark index and 100 indicates they have no holdings in common with their benchmark. 

So, the higher the active share of an ETF, the more unique stocks it contains. Our actively managed ETFs typically have an active share over 90.* We wear that score as a badge of honor. Our goal isn’t to find companies that mimic the S&P 500. Instead, we seek those that may be under the radar or under-appreciated, in alignment with our Foolish values of uniqueness and independent thinking. 

Adding ETFs with a high active share to your portfolio could help you outperform the generic market indexes over the long-term, while complementing your more passive strategies. 

Low Turnover

We own businesses because we believe they have competitive advantages, and until they prove otherwise, we’ll keep owning them. Our goal is to determine which companies may have the staying power to deliver outsize returns in the long-term, therefore, we aim to hold equities over multi-year spans.

Transparency

Transparency is built into the fabric of ETFs. Unlike mutual funds which only report their holdings monthly or quarterly, ETFs disclose their holdings every single trading day – making it much easier to access information about a fund’s exposure to different geographies, sectors, industries, and individual stocks. 

We’re proud to share our high-conviction stocks with you on a daily basis, because we believe in their potential to beat the market long-term. But we aren’t day traders. Transparency is more than just knowing where your money is going when you own an ETF – it’s knowing why our Portfolio Managers pick stocks that we’re willing to hold onto for years. And our “why” is in the Quality framework we use to vet every company we buy. 

Some ETFs claim to have a “secret sauce.” Our strategy may have a unique flavor, but it’s no secret. Dive into TMFS, TMFM, and TMFG to discover the ins and outs of our approach with each fund.

Get to know our team of investors

bryan hinmon

Bryan Hinmon, CFA®Chief Investment Officer

Bryan is responsible for leading the investment team, while managing the firm's total assets.

tony arsta

Tony Arsta, CFA®Portfolio Manager

Tony serves as Lead Portfolio Manager on Motley Fool Global Opportunities (TMFG) with a focus on statistical analysis and investor psychology.

Jeremy Myers

Jeremy Myers, CFA®Portfolio Manager

Jeremy generates ideas and conducts analysis for all three Motley Fool Asset Management active ETFs.

Michael Olsen

Michael Olsen, CFA®Portfolio Manager

Michael focuses on dividend-oriented stocks, small-cap companies, and international equities.

Charly Travers

Charly TraversPortfolio Manager

Charly manages Motley Fool Small-Cap Growth (TMFS) and our three passive funds (TMFC, TMFX, TMFE).

Nate Weisshaar

Nate Weisshaar, CFA®Portfolio Manager

Nate works as Lead Portfolio Manager for the Small-Cap Growth Fund (TMFS) and specializes in international and banking stocks.

Shelby McFaddin

Shelby McFaddin, CFA® Investment Analyst

Shelby conducts deep-dive research into specific companies under consideration for Motley Fool Asset Management funds.

Ben Wong

Ben WongInvestment Analyst

Ben conducts deep-dive research into specific companies under consideration for Motley Fool Asset Management funds.

How to buy our ETFs

Getting started is easy! Click below to see how you can add Motley Fool Asset Management ETFs to your portfolio.

Motley Fool Asset Management