Di Di

Founder-Led Large-Cap Visionaries Fund

Add to research

Index Performance

-20.61%
Founder-Led Large-Cap Visionaries Fund
-12.13%
TMLARGE

Overview

Description

The theme of large-cap companies with founder CEOs is increasingly recognized for its potential for sustained growth and strong organizational vision. These companies benefit from having leaders who possess deep personal commitment and intimate knowledge of the business, often translating into distinct strategic advantages and innovative leadership. Founder CEOs are typically driven by long-term success rather than short-term gains, leading to more thoughtful risk management and investment in future technologies or markets. This intrinsic entrepreneurial spirit can sometimes result in higher stock performance and resilience against market volatility. Additionally, the alignment of interests between the founder-CEO and shareholders often strengthens investor confidence, as founders tend to hold substantial equity stakes in their companies, directly tying their wealth to the company's performance. - [[Founder-led digital transformation initiatives]]: Investments focused on digital innovation driven by founder CEOs known for disrupting traditional industries. - [[Long-term strategic vision execution]]: Companies with visionary founders focusing on strategic long-term growth projects, important for patient capital. - [[Cultural strength and employee retention]]: Founder-CEO companies that excel in maintaining strong, cohesive company cultures, which can lead to better employee retention and innovation. - [[Stakeholder alignment through equity stakes]]: Opportunities arising from founder CEOs who own significant shares, aligning their interests directly with shareholders. This index was generated with help from Thematic Analyst.

  • Inception Date03/22/2025
  • WeightingEqual
  • # of holdings6
What's inside?

Holdings

All holdings as of April 17, 2025
CSV download
Veeva Systems, Inc. (VEEV)17.33%$35.13B16.20%74.03%12.19
Airbnb, Inc. (ABNB)16.66%$71.06B11.95%71.54%6.88
Tesla, Inc. (TSLA)16.63%$776.37B0.95%17.86%14.23
Salesforce, Inc. (CRM)16.59%$237.62B8.72%69.29%8.73
Blackstone, Inc. (BX)16.45%$158.16B17.14%98.92%10.02
Robinhood Markets, Inc. (HOOD)16.34%$36.46B57.57%93.41%12.43
Market data by FactSet