The latest Updates & Insights from Changebridge

Gaining Perspective, featuring Ross Klein of Changebridge Capital

Ross Klein on what is driving Apple's (AAPL) stock price. He says that it is neither a screaming buy nor a compelling short as difficult competition is coming after the release of the iPhone 12.

For ETF-issuer Changebridge Capital, staunch supporters of a “quantamental” investment process that applies quantitative tools alongside fundamental tools in security analysis, ESG mandates provide the perfect terrain for active managers to add value.

Boston-based Changebridge Capital is using a hybrid approach to find investment opportunities in misunderstood small- and mid-cap companies.

The U.S. equity market has become much more efficient in the past decade or so, the consequences of which include a higher level of difficulty for stock-pickers when it comes to delivering alpha returns.

Boston-based asset manager Changebridge Capital announced today the launch of two new actively managed ESG equity ETFs. The new products include the Changebridge Capital Long/Short Equity ETF (CBLS) features a concentrated portfolio of long and short positions, and the Changebridge Capital Sustainable Equity ETF (CBSE), which utilizes a long-only approach.

The latest new ETF providers are bringing a ‘quantamental’ approach to ETF investment as Ross Klein, Chief Investment Officer and Vincent Lorusso, Portfolio Manager at Changebridge Capital describe their technical data-driven approach to stock selection, combined with fundamental analysis.

Traditional equity and fixed income strategies can help investors survive market storms. Still, this year’s coronavirus outbreak has reminded investors to consider allocating a portion of their portfolio to an alternative strategy – designed to thrive during periods of elevated volatility.

Gated Content

Boston-based Changebridge Capital has introduced its first ETFs with the launch of two actively managed US equity strategies aligned to a sustainable investment mandate.

Changebridge Capital, a Boston-based asset manager specializing in active management powered by quantitative and fundamental analysis, recently announced the launch of its first two ETFs, CBLS and CBSE.