OTA LEADERSHIP INDEX

Perth Tolle

811
LINES ON RECORD
9
APPEARANCES
9
SHOWS
2020–2025
ON RECORD

ARCHETYPE

The Reformer

Changing the system from inside it, principle turned into change.

Perth Tolle, founder of Life and Liberty Indexes and creator of the FRDM ETF, is The Reformer in the most structural sense. Rather than lobbying for better-governed markets from the outside, she converted political freedom into a quantitative investment signal and built the index infrastructure to make it tradeable.

IN THEIR WORDS, WHY REFORMER

If something happened to it. Yeah. So government, you know, for example, in Egypt, the largest dairy company wanted to take it over. The founder said no. He was put in prison. His son said no was also put in prison with him. So, this happens in all these unfree markets, it's not just China.

MASTERS IN BUSINESS

Yeah, so once I came back from Hong Kong, I worked at Fidelity Investments in the LA and Houston markets. And I was at Fidelity for about 10 years as a financial advisor. And that's when I started noticing the trend of the rise of indexing and the rise of ETFs and how beneficial the ETF structure was for clients.

MASTERS IN BUSINESS

That was the thing. I mean Hear the quote that if you're the smartest person in the room, you're in the wrong room, right? And I can say in this business, I have never been in the wrong room. In fact, I'm usually in the most right room possible.

MASTERS IN BUSINESS

Like China, Russia, Saudi Arabia, Turkey, Egypt, and so forth. So by freedom waiting instead of market cap waiting. We're seeking to solve that problem of these autocracy heavy concentrations in the emerging market space.

MASTERS IN BUSINESS

MASTERS IN BUSINESS

Masters in Business: “At The Money: Investing in Freedom”

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Perth's full six-dimension Leadership Index profile is held pending their validation. The archetype shown is the OTA analyst-rated read. How we read a leader →

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