At The Money: Investing in Founder-Led Companies
At The Money: At The Money: Investing in Founder-Led Companies Michael Monahan (September 16, 2026) How can ordinary investors access funds of companies led by founders? Enter the Founders 100 ETF (FFF). Full transcript below. ~~~ About this week’s guest: Michael Monahan is a partner and portfolio manager of the Founders 100 ETF… Read More The post At The Money: Investing in Founder-Led Companies…
At The Money: Investing in Founder-Led Companies - Michael Monahan Explains the Founders 100 ETF
Michael Monahan, partner and portfolio manager of the Founders 100 ETF (FFF), joined the podcast to discuss investing in founder-led companies. He explained that the ETF has outperformed the market by about 3X over 30 years, based on a study of 11,000 stocks. Monahan attributed this outperformance to founders' unique abilities, including vision, execution, charisma, and grit.
He also emphasized that founders de-risk their businesses throughout the growth process. Monahan defined a founder as the original CEO who started the company, rather than a board member or chairman. He noted that founder-led companies span all sectors, not just technology, and that the outperformance is not due to survivorship bias.
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