Lead-Lag Live Value Beyond Growth with Kevin Orr
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Aug 17, 2025 Kevin Orr, who leads strategic partnerships at CraneShares, shares his expertise on investment strategies. He discusses the shift from passive to active investing and the rise of smart beta strategies that promise enhanced returns. Orr dives into the importance of diversification using a whale-watching metaphor and explores emerging markets, particularly China, as key opportunities. He emphasizes innovative approaches to portfolio optimization and the need for strategies that lower volatility in uncertain market environments.
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Kevin Orr's Career Path To CraneShares
- Kevin Orr joined CraneShares after building ETF strategies at Putnam and working for Thomas H. Lee.
- He helped transition products from Tom's business into CraneShares and leads strategic partnerships today.
ValueLine Rankings Power The ETF
- KVLE uses Value Line research to blend timeliness and safety rankings into a systematic ETF index.
- The fund targets S&P-like sector exposure while boosting yield via optimization inputs.
Use Systematic Rebalancing To Preserve Core
- Rebalance systematically and distribute dividends quarterly to maintain objectives.
- Use optimization to preserve sector diversification while amplifying yield versus the S&P 500.