Perth Tolle, Life & Liberty Indexes: Perth Tolle's EM Freedom Factor
Description
In this episode of the Investors First Podcast, we sit down with Perth Tolle, founder of the Freedom 100 Emerging Markets Index (FRDM), now over $1.6B in assets. We explore her vision for how personal and economic freedom can shape global investment outcomes. Perth shares her journey from growing up in Beijing to moving to the U.S. at age nine, her early career as a Fidelity advisor, and how those experiences ultimately inspired her differentiated approach to emerging-markets investing.
We discuss how she constructs and maintains the FRDM Index, the impact of excluding authoritarian regimes like China and Russia, the wide dispersion across EM index methodologies, and why her strategy has delivered top-tier long-term performance. Perth also walks us through fee decisions, her unique "team of one" operating model, her chance encounter with Rob Arnott and his future support of the Freedom 100 EM ETF, and what it's like partnering with Alpha Architect. This conversation offers a fresh perspective for advisors and investors seeking a freedom-focused approach to global markets.
Today's hosts are Steve Curley, CFA (Co-Managing Principal, 55 North Private Wealth) & co-host Chris Cannon (CIO/Principal, FirsTrust)
Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com
More info at:
https://freedometfs.com
United States
