The Future Fund LLC Surpasses $200 Million in Managed Assets
Investing in businesses that change the world
The Future Fund LLC, a registered SEC advisor, has achieved a remarkable milestone, managing over $200 million in assets through a suite of actively managed ETFs. The firm focuses on capitalizing on major megatrends, such as artificial intelligence, climate sustainability, and continual access to information and entertainment. These trends shape the investment landscape for the upcoming decade.
Founded in 2021 by seasoned experts in the investment industry, the firm is led by Gary Black and David Kalis. Their collaboration began as early as 2013, combining over three decades of experience in managing growth portfolios. Gary Black has held prestigious roles, including the Global Chief Investment Officer for Equities at Goldman Sachs Asset Management and CEO of Janus Capital Group. David Kalis shares a similarly impressive background, having co-led investment strategies at Calamos and launching his own hedge firm, Curvature Capital Management.
“We believe the forthcoming decade will spotlight companies using secular trends to drive significant innovation and growth,” Black commented. “Our actively managed ETFs offer investors entry points into these transformative opportunities, whether through established global leaders or emerging small- and mid-cap disruptors, supported by thorough research and disciplined management.”
Portfolio of Actively Managed ETFs
The Future Fund's impressive lineup of ETFs is designed to tap into various growth sectors:
Flagship Global ETF (FFND)
The flagship ETF, FFND, expanded its mandate recently to incorporate global securities, asserting the rising significance of international innovators in the investment space.
The Future Fund Long/Short ETF (FFLS)
The FFLS offers a hedged equity strategy, supporting long positions in companies anticipated to benefit from prevailing megatrends, concurrently placing short positions on those facing substantial obstacles.
FundX Future Fund Opportunities ETF (FFOX)
Launched recently, the FFOX focuses on small- and mid-cap companies that exhibit potential as innovation engines, showcasing agility and providing breakthroughs within traditional industries.
Kalis expressed excitement about the introduction of FFOX, noting its reflection on the critical role of smaller enterprises in fostering innovation. These companies often lead the charge in adopting cutting-edge technologies, initiating product advancements, and venturing into new markets.
Commitment to Fundamental Research
The Future Fund's dedication to proprietary research and a disciplined investment approach sets it apart in the market. The firm emphasizes uncovering equity value that may be overlooked by conventional investment strategies. Its philosophy revolves around transparency, innovative thinking, and thorough analyses to drive long-term returns for investors.
About The Future Fund LLC
The Future Fund LLC proudly serves as an SEC-registered investment advisor, channeling focus toward areas of growth spurred by fundamental market changes. Their mission is to unveil hidden equity value, with a firm belief that pioneering companies will eventually supersede traditional industry players.
Gary Black, Managing Partner, combines nearly 30 years of portfolio management expertise with extensive research experience and operational knowledge. He holds an MBA from Harvard Business School and a Bachelor of Science in Economics from the Wharton School at the University of Pennsylvania.
David Kalis, CFA, Managing Partner, boasts 30 years in small- and mid-cap growth portfolio management and has led various research teams. He graduated with a BA in Economics from the University of Michigan and achieved the Chartered Financial Analyst status.
Frequently Asked Questions
What is the Future Fund's main focus?
The Future Fund focuses on companies that benefit from major growth trends such as technology innovation and sustainability.
Who are the founders of The Future Fund?
The Future Fund was founded by Gary Black and David Kalis, both experienced in investment management.
What types of ETFs does The Future Fund offer?
The Future Fund offers a range of actively managed ETFs, including global equity, long/short strategies, and opportunities for small- and mid-cap investments.
How does the Future Fund select companies for investment?
The firm utilizes rigorous research and analysis to identify companies poised for growth through prevailing market trends.
What experience do the partners bring to the firm?
The partners bring nearly 30 years of combined experience in managing growth portfolios and in-depth investment research.
