Episode 68 - Value Investing in Public Equities with Dave Beatty
Dave Beatty shares how you can use direct indexing to remove moral ambiguity from your investments.
Faith Driven Investor · Henry Kaestner, David Beatty, Luke Roush
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Show Notes
Today’s guest is David Beatty, co-founder and managing partner of Veriti Management. On today’s episode, he is going to share the value of Direct Index for helping Faith Driven Investors screen for deals that reflect the investors’ Christian values.
You’ve heard of positive screens and negative screens, but Dave joined us to explore how Faith Driven Investors can invest at a high degree of excellence using both positive and negative screens, as well as using direct indexing to customize their filters.
If you’re interested in public equities, or already involved, today’s episode is for you...