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Resolve's Gestalt University

Nov 8, 2021

Perth Tolle is the founder of Life + Liberty Indexes, an index provider and sponsor of the Freedom 100 Emerging Markets ETF – a first of its kind strategy that uses personal and economic freedom metrics as primary factors in its investment process. She joined us for a great conversation that included:

  • How her early life in China, Hong Kong and the US shaped her perceptions of freedom
  • Isolating the “freedom factor” and using it, not as a tilt, but the primary basis for investment decisions
  • The enormous task of quantifying, converting, and scaling 76 different metrics, many of which are qualitative
  • Political, judicial, economic and social – freedom measured in its many forms
  • Settling contradictions when different freedoms collide
  • Why Perth has avoided the ESG label
  • The many signs that suggested that this was a product that needed to exist
  • Stumbling onto a fishing trip with industry heavy-weights and securing seed capital
  • Reaching the important milestone of USD 100 million assets under management
  • Forging her own path in an extremely competitive and challenging industry
  • Accepting that she can no longer travel to several countries because of her work
  • Her partnership with Alpha Architect
  • New projects on the horizon


Thank you for watching and listening  See you next week.


This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management.


*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.