Skip to content
PMMilestone :: Project Management and Engineering Blog
Menu
  • PMMilestone Home
  • Blog
  • Project Management
  • Business
  • Engineering
  • 12000+ PM and Business Templates
  • Contact
Menu
Business

Basketball-inspired Granny Shots ETF may add two new themes: Tom Lee

Posted on July 4, 2025




ETF experts on a theme-picker’s market

Lengthy-time market bull Tom Lee is contemplating two new themes for his Fundstrat Granny Pictures US Massive Cap ETF. 

On CNBC’s “ETF Edge” this week, he revealed sovereign safety might quickly make the minimize. 

“It is now evident to me that the mechanisms are in movement for corporations to actually repair their provide chains inside a sovereign border, and that is a change,” the agency’s chief funding officer stated. “That is not going to simply be one or two years.”

He is additionally taking a look at Gen Z. Lee compares the technology to millennials, who he known as “the engine” of the market when Fundstrat first started researching themes seven years in the past.

“Meaning we have to be specializing in Gen Z after which Gen Alpha, so we’d need to evolve our demographic theme to type of orient in direction of the youthful cohorts,” he stated. “It is probably not for a pair years, however I am type of sharing our thought course of.”

Lee’s Granny Pictures ETF was impressed by NBA legend Rick Barry’s awkward free throw type. 

‘Should you purchase the most effective shares in every theme, then you definately’re hanging your hat on a single concept. So we stated, ‘Let’s be like Rick Barry. Let’s do an accurate physics basketball throw, underhanded,'” stated Lee. “It does not look nice, nevertheless it makes 90% of the photographs.”

Based on Lee, the ETF’s technique begins with seven themes Fundstrat predicts will outline the market over the subsequent 10 years — from millennials to power safety. To be thought-about a granny shot, a inventory should match at the very least two of the themes.

“We’re not shopping for junky shares. We wish to be sure that they generate earnings and excessive ROIC [return on invested capital],” Lee stated. “We rebalance each quarter.”

Thus far, the Granny Pictures ETF, which was launched on Nov. 7, is scoring traders. In Might, Fundstrat reported the ETF crossed the $1 billion in belongings below administration milestone. As of final week, Lee stated the fund grew to $1.3 billion.

Since its launch, the ETF is up 13% as of Thursday’s shut. The fund is thrashing the S&P 500 up to now this yr. It is up nearly 15% since Jan. 1 whereas the index is up about 7%.

As of July 3, Fundstrat reviews its prime three holdings are Robinhood, Oracle and AMD.

Unbiased ETF skilled Dave Nadig stated he is noticed lately that ETFs with lively administration types are gaining traction.

“Tom’s very a lot part of it,” Nadig stated in the identical interview. “I believe having an lively administration overlay, each on the inventory choice and the thematic half, could make lots of sense for traders. It is actually simpler for traders to grasp.”



Source link

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

  • Facebook
  • Facebook
  • X
  • LinkedIn
  • PMMilestone Home
  • Blog
  • Project Management
  • Business
  • Engineering
  • 12000+ PM and Business Templates
  • Contact
  • Terms of Service
  • Privacy Policy
  • 3 Sure-Fire Ways To Screw Up Your Project
  • Morocco plans world’s biggest ferris wheel for 2030 World Cup
  • Data-Driven L&D: Align Learning Metrics With Business Goals
  • Ferrovial to build three solar plants in Spain
  • 2025 food trends include beef tallow, mustard, flavored olive oil

This page has been viewed 0 times.

©2025 PMMilestone :: Project Management and Engineering Blog | Design: Newspaperly WordPress Theme