#USA #Chicago #ETFs #Future Fund #SEC Advisor

The Future Fund LLC Surpasses $200 Million in Managed Assets

The Future Fund LLC, an SEC-registered investment advisory firm, has proudly announced that it has surpassed $200 million in assets under management across its three actively managed Exchange Traded Funds (ETFs). Founded in 2021 by Gary Black and David Kalis, two seasoned professionals with a combined experience of over 60 years in investment management, the firm is committed to helping investors realize the growth potential presented by transformative megatrends.

Focus on Innovation and Growth

The firm's investment strategy is meticulously geared towards harnessing powerful secular megatrends such as artificial intelligence, climate sustainability, and a 24/7 information economy. This approach seeks to invest in companies likely to thrive in these evolving landscapes. Black, serving as Managing Partner, emphasizes, "In our opinion, the next decade will be shaped by companies that leverage secular trends to drive innovation and growth." This perspective reflects their strategy to employ sound research and disciplined portfolio management to ensure that investors can access a diverse range of opportunities.

The Active ETFs of The Future Fund

The Future Fund manages the following ETFs:

1. One Global ETF (FFND): This flagship ETF recently expanded its mandate to encompass global securities, underscoring the importance of international innovation.
2. The Future Fund Long/Short ETF (FFLS): This hedged equity strategy combines long positions in firms that are poised to capitalize on megatrends with short positions in those expected to face structural challenges.
3. FundX Future Fund Opportunities ETF (FFOX): Launched in June 2025, this actively managed ETF focuses on small- and mid-cap companies that embody agility, disruption, and entrepreneurialism.

Kalis, the firm's other Managing Partner, states, "We are excited to offer FFOX to our shareholders. It reflects the powerful role small- and mid-cap companies play in driving innovation." This underscores their commitment to supporting firms that genuinely disrupt traditional industry norms through novel technological adoption and market expansion.

A Commitment to Fundamental Research

With a solid focus on fundamental research and a disciplined investment process, The Future Fund LLC aims to unearth unrecognized equity value for its investors. The firm stands out for its rigorous analytical approach and transparency, striving to sustain long-term growth in an evolving investment landscape. This is critical as they concentrate on identifying businesses that can adapt and excel amidst market transformations.

Experienced Leadership

Gary Black boasts an impressive portfolio management and investment research pedigree, having served in significant leadership positions at notable financial institutions such as Goldman Sachs Asset Management, Janus Capital Group, and Calamos Investments. His qualifications include an MBA from Harvard Business School and a BSc in Economics from the Wharton School of the University of Pennsylvania.

On the other hand, David Kalis has an impressive track record managing small and mid-cap portfolios, along with leading investment research. He holds a BA in Economics from the University of Michigan and is a Chartered Financial Analyst® (CFA).

Future Outlook

As they continue to grow and adapt, The Future Fund LLC remains dedicated to revealing and capitalizing on transformative companies that they believe will replace incumbent industries over time. Investors interested in engaging with The Future Fund can find further information about their strategies and investment products at The Future Fund and Future Fund ETFs.

Investing in these funds does involve risks, and potential investors are encouraged to consider their investment objectives and consult the relevant prospects before proceeding.