Masters in Business · Wednesday, September 16, 2026
The Founders 100 ETF (FFF) narrows down approximately 800 founder-led stocks to the 100 largest by market capitalization. From this group, a valuation model selects the top companies, emphasizing a fundamental value approach rather than simply tracking an index.
“So we looked at 11,000 stocks over 30 years. And during that 30-year time period, there's about 800 founder-led stocks at any one time.”
“From there, we look at the 200 largest by market capitalization. And then my co-founder and I come from a fundamental background, especially her. She's a classically trained Columbia Business School value investor. We build a valuation model using some factors to pick what we then believe are the 100 best out of the 200 largest.”