Free People, Strong Markets | PERTH TOLLE, Founder Life + Liberty Indexes

TL;DR

Perth Tolle, founder of Life and Liberty Indexes, discusses her mission to create an investment process that aligns with the values of freedom and economic growth.

Transcript

hi my name is Emily bender welcome back to the podcast I'm here with my very special guest Perth Tolle Perth is the founder of life and liberty indexes an index company that uses human and economic freedom metrics as the primary factor in its investment process prior to life and liberty indexes worthless and advisor at fidelity investments in calif... Read More

Key Insights

• 🏋️ Life and Liberty Indexes provides a unique investment approach by weighting companies based on their promotion of freedom and underweighting repressive countries.
• 👻 The freedom-weighted approach allows investors to align their investments with their values while also considering economic growth.
• 🇨🇳 China serves as an example of a country that has made progress in economic freedom but lags behind in human freedoms, leading to potential innovation and creativity challenges.
• 🗽 Organic promotion through earned media has been a successful strategy for Life and Liberty Indexes in reaching a wider audience.
• 🚨 Bill Browder's book, "Red Notice," is recommended for those interested in a riveting finance story that combines emerging market investing and activism.

Questions & Answers

Q: How does Life and Liberty Indexes determine country scores?

Life and Liberty Indexes uses data from think tanks such as the Cato Institute, the Fraser Institute, and the Friedrich Naumann Foundation for Freedom to quantify 76 metrics of human and economic freedoms. These metrics are then categorized into rights to life, rights to liberty, and rights to property.

Q: Is anyone else doing something similar to Life and Liberty Indexes?

Currently, Life and Liberty Indexes is the only freedom-weighted index available. While some managers incorporate economic freedom factors into their strategies, no one else has created an index solely focused on freedom metrics.

Q: Can individual investors invest in the FRDM Index?

Yes, anyone can invest in the FRDM Index like any other stock. It can be traded on platforms like Fidelity and other brokerages.

Q: How has Perth Tolle promoted Life and Liberty Indexes?

Perth Tolle has been grateful for the organic promotion she has received through various platforms like podcasts and media outlets. She has connected with influential figures in the finance industry who have supported and shared her mission.

Summary & Key Takeaways

• Perth Tolle created Life and Liberty Indexes to provide a way for people to invest in emerging markets according to their values of freedom and economic growth.

• Most existing emerging market indexes are heavily weighted towards countries like China, leading to concentration risks.

• Life and Liberty Indexes uses quantifiable data from think tanks to create a country score based on human and economic freedoms, allowing for a freedom-weighted allocation in emerging markets.