FRDM: Investing In The Free World (No BRICS, Please)

2025-03-26 23:59:21 ET

Summary

• The Freedom 100 Emerging Markets ETF uses a "freedom-weighted" strategy to outperform traditional market-weighted EM funds by excluding regimes like China and Russia.
• FRDM's methodology filters 24 emerging market countries based on liquidity, market cap, and freedom scores, resulting in a diversified portfolio of around 100 stocks.
• The fund's higher volatility is offset by its positive upside and downside capture, making it suitable for aggressive investors seeking targeted EM exposure.
• FRDM has outperformed the index significantly, bringing it positive attention from investors.

Introduction

Regular readers of mine will know that I am fairly bullish on foreign stocks , but I rarely discuss emerging markets. Most of my non-domestic content is either "global" focused or developed-forward, focusing mostly on European stocks.

Quite honestly, I believe that I don't understand most emerging markets enough to invest in them, and prefer direct manager oversight in stock picking when I have flirted with international ETFs....

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