In short: His own fund, listed in Toronto last week; Rosenberg is research provider, David Jarvis the PM. A fund of ETFs across currencies, commodities, fixed income and equities; model portfolio "up 60% in the past three and a half years" since Feb 2023, ~0.4 beta to the S&P, ~0.7 to a 60/40; "70% inversely correlated to the US dollar." Not a trading vehicle — Jarvis asks for a 6–12 month minimum commitment.
ROSY is a Toronto-listed fund that buys other ETFs to put Rosenberg Research's economic views into practice — a "fund of funds." Rosenberg supplies the research; David Jarvis's firm runs the money. It started as Rosenberg's own model portfolio in February 2023 and, he says, is up about 60% since, while moving much less than the stock market.
Today it is built as a barbell: government bonds he considers cheap on one side, and "hard assets" — gold, metals, pipelines, power infrastructure, defense, a bit of oil — plus emerging-market and Japanese stocks on the other. About 70% of it tends to rise when the US dollar falls, so it is effectively a bet against the dollar. It is meant to be held for at least six months to a year, and it gets rebalanced when a theme has fully paid off. Note he is talking about his own product.
41:17There's issues with that, but you got to find some sort of a benchmark. And it's up 60% in the past three and a half years. But it only had a single unit holder of one which was me because it wasn't a listed ETF, it was just a model portfolio, and then clients started mirroring it and then they actually pushed me to start the process of getting it listed and that's how, after interviewing dozens of ETF providers, we found Corton Capital. David Jarvis and I hit it off from the get-go, we had
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