July 2025
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HGRO Deep Dive:
Sam Rahman Shares His Journey & Investment Approach
In this webcast, Hedgeye Asset Management CIO John McNamara sits down with Hedgeye Quality Growth ETF (NYSE: HGRO) Portfolio Manager Sam Rahman for an in-depth conversation about Sam’s investment philosophy, background, approach to portfolio construction and the core principles guiding HGRO.
They begin with Sam’s career path leading up to his time at the Fidelity Family Office, where he shares firsthand lessons learned from industry legend Ned Johnson.
From there, the discussion covers Sam’s distinctive investment philosophy, how HGRO stands apart with a truly active and unconstrained strategy, and the types of companies they target—those with deep moats, structural advantages, and long-term compounding potential.
Sam also explores the current themes driving his research, including the future of AI, demographic shifts, and healthcare innovation, as well as how Hedgeye’s macro insights are integrated into portfolio decisions.
The conversation concludes with a detailed look at how the team constructs a portfolio designed to maximize risk-adjusted returns.
Disclosure:
Hedgeye Asset Management, LLC ("HAM") is a registered investment adviser and controlled subsidiary of Hedgeye Risk Management, LLC ("HRM"). HAM is compensated, in part, on the asset size of the funds it manages and therefore benefits directly from investments in those funds. HAM is a subsidiary of HRM. HRM holds an ownership interest in HAM and provides research and other services to HAM under a revenue share agreement. As such, HRM benefits indirectly from investments in the funds managed by HAM. For full disclosures, review HAM's Form ADV at https://adviserinfo.sec.gov/