Behind the Ticker
Behind the Ticker
Brad Roth
Building a Thematic ETF Around Where the World Is Headed | Sean Emory, Avery & Company
33 minutes Posted Apr 12, 2026 at 4:00 am.
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Sean Emory, founder and CIO of Avory and Company, joins the show to break down the firm's newly launched Avory Foundational ETF (AVRY) and the decade-long investment philosophy behind it. Sean walks through Avory's "investing forward" framework — identifying secular friction points in the economy, finding the companies built to solve them, and running a high-conviction portfolio of 20 to 30 names across two buckets: structural secular winners and established businesses undergoing genuine tran...