Scott B Colson, CFA, CAIA, CIO of Irrational Capital chatted with Ben Claremon of Compounders podcast about the Human Capital Factor, a framework that captures the connection between human capital and stock performance.
The two discussed:
· The founding of Irrational Capital and how Scott got involved;
· Examples of a few of the ETFs that Harbor Capital has launched using Irrational’s methodology;
· What types of companies score highly when it comes to the Human Capital Factor;
· The simplicity and alpha generating potential of using the Human Capital Factor; and
· The differences between the larger and smaller cap ETFs.
Watch the full interview on Youtube here.