ROBO Global is the creator of the first benchmark index to track the global robotics and automation industry. By offering access to the entire value chain of robotics, automation and artificial intelligence, the ROBO Global Robotics and Automation Index seeks to capture the growth potential of the global robotics revolution and brings these solutions to investors.
The index is comprised of more than 80 rapidly developing companies spanning more than 14 countries that are categorized into 12 subsectors. With the expertise of ROBO Global’s leadership team and strategic advisors, which includes six PhDs. ROBO Global searches worldwide to find cutting-edge companies across a multitude of industries from healthcare to industrials to aerospace. ROBO Global is headquartered in the United States but operates globally, with indices listed on multiple exchanges.
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CEO - U.S.
President & CIO
Head of Research
Head of Capital Markets & Sales
CEO - EMEA & Asia
Head of Global Marketing
CTO & Director of Operations
Director of Finance and Planning
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Travis is CEO and Partner of ROBO Global. A veteran of the finance and wealth management industry, Travis is responsible for managing daily operations and executing the firm’s business strategy.
Prior to joining ROBO Global in March 2014, Travis served as managing director at Smith Group Asset Management in Dallas, where he created and led the firm’s Private Client Group. Before joining Smith Group, Travis served as Chief Operating Officer and Director of Business Development at Dallas-based hedge-fund Discovery Management. Earlier in his career, Travis was the Director of Investor Relations at Triton Energy and worked as an analyst at Bank of America.
Richard Lightbound joined ROBO Global in 2014. In addition to managing daily operations in Europe and Asia, he is responsible for executing the firm’s global business strategy.
Richard has worked for 15+ years within the financial services sector with Wells Fargo and Standard Chartered Bank in senior management positions with responsibility for Institutional and Corporate clients across Europe, MENA and Asia. He enjoyed a 7-year break from banking to join an early cloud computing company funded by Warburg Pincus (now part of Infor) where he launched and managed operations across Asia and Europe.
A frequent speaker at Robotics & Automation conferences and events, he has lived and worked in Hong Kong, USA, Europe, and Sri Lanka.
Bill Studebaker joined the ROBO Global team in 2015 after more than 20 years in capital management. For more than a decade, he served as a portfolio manager at Apex Capital where he covered industrials and the economies of supply chain management. Earlier in his career, he held a number of positions at Merrill Lynch, including as a trader on the floor of the New York Stock Exchange and as a director in institutional equity sales, and he was an analyst in the structured finance group of Cargill.
Bill received his BA in Political Science and International Relations (double major) from the University of Wisconsin-Madison.
Chris Buck brings more than 25 years of experience in capital markets and sales to his role of head of capital markets and sales for ROBO Global.
In his role as Head of Client Execution Services, Americas iShares Capital Markets at BlackRock, he was responsible for leading institutional and private wealth sales engagement across US, Canada, and Latin America. He also served as Director of Global Sales for Capital Institutional Services (CAPIS) in Dallas and spent seven years at UBS Investment Bank in NY, where he was Head of Alternative Research Provider Marketing Sales and Global Head of Soft Dollar and Directed Commissions Sales.
Chris received his BA in Economics and Management from DePauw University. He holds FINRA Series 7, 66, 63, 9, 10, 24 licenses and is a Certified Investment Management Analyst (CIMA®).
Jeremie joined ROBO Global in 2017 with more than ten years of experience as an equity research analyst in Asia, Europe, and the United States, with a focus on industrial technology.
Most recently, Jeremie led CLSA’s industrial research out of New York. For the prior seven years he served as a Senior Research Analyst with CLSA in Singapore and Japan, receiving a No.1 stock picker award from Nikkei/Starmine and ranking No.1 for Japan Materials Research in Asiamoney Brokers’ Poll for three consecutive years. Earlier in his career, he was a project manager with Veolia Environment in Europe and Asia.
Jeremie is a Chartered Financial Analyst (CFA), holds a Master’s Degree in Science and Executive Engineering from the École des Mines de Paris, and holds FINRA series 7, 63, 87 licenses. He is fluent in French and Japanese.
Brad joined Robo Global in March of 2018 as Chief Technology Officer and Director of Operations. Prior to joining Robo, he spent the previous 16 years at Smith Group Asset Management, a Dallas-based investment advisor, where he was the head of the firm’s technology, software development, and trading operations and a member of the quantitative research team.
Brad earned a BBA in Finance from the University of Texas at Arlington, graduating Summa Cum Laude. He was awarded the Chartered Financial Analyst (CFA) designation in 2004 and is a member of the CFA Institute and CFA Society of Dallas-Ft. Worth.
At ROBO Global’s founding in 2013, Clay acted as the Operations Manager and currently serves as the Director of Finance & Planning. Prior to joining ROBO Global, Clay co-founded Presidential Advantage Tutoring, which he sold in early 2013. He also worked as an associate intern for Silicon Valley Bank and a financial analyst at Bamford Partners.
Clay graduated with honors in business from the Cox School of Business at Southern Methodist University.
Lisa Chai brings more than 17 years of experience investing in disruptive technology companies to her role as ROBO Global’s Senior Research Analyst.
Prior to joining ROBO Global, Lisa was a corporate strategy consultant at Bluemont Partners where she worked with emerging growth technology companies. She also spent 10 years at Palisade Capital Management and AG Asset Management (a subsidiary of Angelo, Gordon & Co.) where she was a sector head of technology investing in the semiconductor, software, and Internet industries. Earlier in her career, she served as a Research Analyst/Portfolio Manager at Tavistock Group and Ridgecrest Partners, a hedge fund focused on the technology and telecom sectors.
Lisa is currently a member of the Empire Angels, a professional angel group investing in early stage technology ventures with a strong focus in Internet, fintech, and enterprise software. She is also a Strategic Advisor to MState.io, a Blockchain growth lab backed by Comcast Ventures, IBM and Boldstart Ventures, focused on scaling the most promising blockchain companies globally for the Enterprise sector. She graduated from Boston University Questrom School of Business.
Erin was recruited to the ROBO Global team after adding impressive value as a consultant with iris Concise in Atlanta. In her role as Director at Concise, she partnered with clients to drive the commercial performance of leading brands such as IHG, Shell, and Zaxby’s, as well as ROBO Global. Prior to joining Concise, she worked in NYC developing integrated marketing campaigns designed to drive awareness, brand love, and customer retention in the retail space.
Erin holds an MBA from Emory University’s Goizueta Business School and a BS in Business and International Studies from Wake Forest University.
Erica first joined the ROBO Global team as a content marketing specialist in 2014 and currently serves as the firm’s communications and marketing manager. She manages the creative content, social media, and marketing strategies that lie at the convergence of investing and robotics.
Erica graduated from High Point University as a Presidential Scholar with a BA in Journalism. Prior to ROBO, she had bylines in both print and digital media and dedicated three years to editorial, research, and social media internships.
Dr. Henrik I. Christensen is the Qualcomm Chancellor’s Chair of Robot Systems and a Professor of Computer Science at Dept. of Computer Science and Engineering UC San Diego and director of the Institute for Contextual Robotics. He was also the founding director of the Institute for Robotics and Intelligent machines (IRIM) at Georgia Institute of Technology (2006-2016). He performs research on systems integration, human-robot interaction, mapping and robot vision at the Cognitive Robotics Laboratory and has published more than 350 contributions across AI, robotics and vision.
Actively engaged in the setup and coordination of global robotics research, Henrik collaborates with institutions and industries across three continents with an emphasis on solving “real problems with real solutions.” In 2011, he received the Engelberger Award, the highest honor awarded by the robotics industry, and was named the “Boeing Supplier of the Year.” He is a fellow of the American Association for Advancement of Science (AAAS) and the Institute of Electrical and Electronic Engineers (IEEE).
Raffaello D’Andrea is Professor of Dynamic Systems and Control at ETH Zurich, where his research redefines what autonomous systems are capable of. He is co-founder of Kiva Systems, now operating as Amazon Robotics, the robotics company that revolutionized material handling by deploying thousands of autonomous mobile robots in warehouses. He was also the faculty advisor and system architect of the Cornell Robot Soccer Team, four-time world champions at the international RoboCup competition.
Raffaello founded Verity Studios, a company developing a new breed of interactive and autonomous flying machines, in 2014. He is also a new media artist with exhibitions at various international venues, including the Venice Biennale, Ars Electronica, and the FRAC Centre. His most recent awards include the IEEE Robotics and Automation Award and the Engelberger Robotics Award, two of the highest achievements in the field.
Ken Goldberg is a Professor and Chair of the Industrial Engineering and Operations Research Department at UC Berkeley, and he has secondary appointments in EECS, Art Practice at the School of Information, and in Radiation Oncology at the UCSF Medical School. He is also the Director of the CITRIS “People and Robots” Initiative and the UC Berkeley AUTOLAB where he and his students pursue research in geometric algorithms and machine learning for robotics and automation in surgery, manufacturing, and other applications.
Ken has more than 250 peer-reviewed publications and 8 US Patents. He co-founded and served as Editor-in-Chief of the IEEE Transactions on Automation Science and Engineering. Ken was awarded the NSF PECASE (Presidential Faculty Fellowship) from President Bill Clinton in 1995, elected IEEE Fellow in 2005, and selected by the IEEE Robotics and Automation Society for the George Saridis Leadership Award in 2016.
Manish Kothari, PhD., is president of SRI Ventures and vice president of SRI International where he leads the creation of high-value venture opportunities. He joined SRI in 2013 as a business development consultant and entrepreneur-in-residence and became a program director in the Robotics Program in 2013. In 2014, he moved to SRI Ventures as director of commercial ventures and licensing, with an emphasis on healthcare, engineering, and physical sciences. He co-founded and was CEO of Mytrus, and was vice president of R&D quality and operations for Simpirica Spine. He holds multiple patents and is the author or co-author of several peer-reviewed publications and book chapters.
Manish received his MS degree and PhD in biomechanical engineering from Cornell University, and was a post-doctoral fellow at the University of California, San Francisco. His bachelor of technology degree in aerospace engineering (summa cum laude) is from the Indian Institute of Technology.
Wyatt Newman’s is a leading researcher in the areas of mechatronics, robotics and computational intelligence, in which he has 12 patents and over 130 technical publications. After earning degrees from Harvard College, MIT and Columbia University, he was named an NSF Young Investigator in robotics, and subsequently was named a Herbold Fellow, a Tau Beta Pi “distinguished engineer,” a Woody-Flowers FIRST-robotics mentor awardee, and a CWRU awardee for teaching and for leadership. In 2007, he led “Team Case” in the DARPA Urban Challenge, involving autonomous vehicles operating among live and robotic traffic.
In addition to visiting appointments at Sandia Labs, NASA, and Princeton, Wyatt has held international appointments at Philips (Eindhoven, The Netherlands), as a Distinguished Visiting Fellow at U. Edinburgh, and The Hung Hing Ying Distinguished Visiting Professor at U. of Hong Kong. Prof. He is currently leading HKU’s team in the DARPA Robotics Challenge, involving humanoid robots for disaster response.
Illah R. Nourbakhsh is Professor of Robotics, Director of the Community Robotics, Education and Technology Empowerment (CREATE) lab and Associate Director for robotics faculty at Carnegie Mellon University. He has served as Robotics Group lead at NASA/Ames Research Center, and he was a founder and chief scientist of Blue Pumpkin Software, Inc. His current research projects explore community-based robotics, including educational and social robotics and ways to use robotic technology to empower individuals and communities.
The CEO and Chairman of Airviz, Inc., Illah is a World Economic Forum Global Steward, a member of the Global Future Council on the Future of AI and Robotics, and a member of the IEEE Global Initiative for the Ethical Considerations in the Design of Autonomous Systems. He also serves on the Global Innovation Council of the Varkey Foundation and is a Senior Advisor to The Future Society, Harvard Kennedy School. Illah earned his BS, MA, and PhD degrees in computer science from Stanford University and is a Kavli Fellow of the National Academy of Sciences.
Daniela Rus is the Director of CSAIL at MIT. She serves as the Director of the Toyota-CSAIL Joint Research Center and is a member of the science advisory board of the Toyota Research Institute.
Rus’s research interests are in robotics and artificial intelligence. The recipient of the 2017 Engelberger Robotics Award from the Robotics Industries Association, she is also a Class of 2002 MacArthur Fellow, a fellow of ACM, AAAI and IEEE, and a member of the National Academy of Engineering and the American Academy of Arts and Sciences.
Daniela earned her PhD in Computer Science from Cornell University.
After receiving his bachelor’s degree from Duke University and studying Mandarin at Nanjing University, Louis joined the French Army where he served as a second lieutenant in a mountain infantry battalion. After leaving the army, he worked as a financial analyst with Paribas in Paris and Hong Kong. He then launched GaveKal Research with Charles Gave and Anatole Kaletsky in London in 1999.
Since 2002, Louis-Vincent has been based in Hong Kong where he oversees GaveKal’s money management business and contributes to the firm’s research. He is the author of five books, including his latest, Too Different for Comfort, that explores the impact of robotics on the world around us.
After selling his business and retiring from a decades-long career as a provider of targeted campaign materials and consultant to the Democratic National Committee and other major political campaigns and initiatives across the US and abroad, he has energetically pursued a new career in researching, writing about investing in robotics.
In 2008, Frank started The Robot Report, a regularly updated web-based resource for news and links about the business of robotics. The site focuses on startups, acquisitions, IPOs, fundings, and failures; about successes, technological achievements, and forecasts; overall, the site tracks the business of robotics. Frank is also a panel member for the Robotics by Invitation series sponsored by Robohub, a Swiss-based online platform that brings together leading communicators in robotics research, start-ups, business, and education from around the world.
Morten Paulsen is the Head of Research and a Managing Director at CLSA Japan. He has covered the Japanese robotics and machinery industry as a Tokyo-based equity analyst since 1999. Morten was among the first financial analysts to highlight the Asian Automation trend as an underlying driver for the sector over a decade ago, and he has built strong relationships with automation equipment suppliers and system integrators across Asia.
Morten joined CLSA Japan from WestLB Securities Pacific in 2003, and he has received numerous rewards for his research. He was ranked number-one in his field by AsiaMoney every year from 2007 to 2013 (the segment was discontinued in 2014), and he was ranked by Starmine as one of Japan’s top 10 stock pickers in 2013.
Carefully consider the Fund's investment objectives, risk factors, charges and expenses before investing. This
and additional information can be found on the Funds' full or summary prospectus, which may be obtained at
www.roboglobaletfs.com. Read the prospectus carefully before investing.
Exchange Traded Concepts, LLC serves as the investment advisor, and Vident Investment Advisory, LLC serves as a sub advisor to the fund. The Funds are distributed by SEI Investments Distribution Co. (SIDCO), which is not affiliated with Exchange Traded Concepts, LLC or any of its affiliates.
Investing involves risk, including the possible loss of principal. International investments may also involve risk from unfavorable fluctuations in currency values, differences in generally accepted accounting principles, and from economic or political instability. Emerging markets involve heightened risks related to the same factors as well as increased volatility and lower trading volume. Narrowly focused investments and investments in smaller companies typically exhibit higher volatility. There is no guarantee the fund will achieve its stated objective.
These risks associated with investments in Robotics and Automation Companies include, but are not limited to, small or limited markets for such securities, changes in business cycles, world economic growth, technological progress, rapid obsolescence, and government regulation. Robotics and Automation Companies, especially smaller, start-up companies, tend to be more volatile than securities of companies that do not rely heavily on technology. Rapid change to technologies that affect a company's products could have a material adverse effect on such company's operating results. Robotics and Automation Companies may rely on a combination of patents, copyrights, trademarks and trade secret laws to establish and protect their proprietary rights in their products and technologies. There can be no assurance that the steps taken by these companies to protect their proprietary rights will be adequate to prevent the misappropriation of their technology or that competitors will not independently develop technologies that are substantially equivalent or superior to such companies' technology.
Diversification may not protect against market risk.
Shares are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. Market price returns are based upon the midpoint of the bid/ask spread at the close of the exchange and does not represent the returns an investor would receive if shares were traded at other times. Brokerage commissions will reduce returns. NAVs are calculated using prices as of 4:00 PM Eastern Time.
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The Morningstar RatingTM for funds, or “star rating”, is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The Morningstar Rating does not include any adjustment for sales loads. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Robo Global® Robotics & Automation ETF was rated against the following numbers of small / midstock funds over the following time periods: 107 of funds in category during prior 3-year period funds in the last three years and 91 in category during the prior 5-year period funds in the last five years. Past performance is no guarantee of future results.
As of 3/31/2019 ROBO was rated against the following numbers of world small/mid stock funds over the following time periods: 121 funds in the last three years, 90 funds in the last five. With respect to these time periods ROBO received a Morningstar Rating of 5 and 3 stars, respectively.