OWN ETF: Investing in Companies Where Insiders Have Skin in the GameWhat if you could build a portfolio around companies where corporate insiders have significant ownership stakes?In this episode of Dividend Stockpile, I’m joined by Haren Bhakta to discuss the OWN – Insider Ownership ETF and the investment philosophy behind using insider ownership as a key factor in selecting and weighting companies.Rather than simply relying on traditional market-cap weighting, OWN focuses on companies where executives, directors and other insiders have meaningful financial stakes in the businesses they help run. The idea is simple: when insiders have significant “skin in the game,” their interests may be more closely aligned with shareholders.In this interview, we discuss:What inspired the creation of the OWN ETFWhy insider ownership can be an important investment signalHow the OWN strategy identifies companies with significant insider ownershipHow companies are selected for the portfolioHow insider ownership affects the weighting of individual holdingsWhy OWN takes a different approach from traditional S&P 500 ETFsThe potential benefits of investing alongside company insidersHow founders, executives and directors can influence the strategyWhether high insider ownership can create risks as well as opportunitiesHow OWN compares with traditional factor-based ETFsThe types of companies that tend to score highly using the insider ownership methodologyHow investors should think about “skin in the game” when evaluating stocksWho might consider adding OWN to their portfolioThe concept behind OWN is fascinating: instead of simply asking how large a company is, what if investors also asked how much of the company is owned by the people running it?www.insideownership.comIf you're interested in factor investing, insider ownership, shareholder alignment, ETFs, or finding differentiated ways to build a stock portfolio, this is a conversation you won't want to miss.
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