Why could an index potentially own more of a company after its legendary CEO is gone?
In this clip from RIA Collective, Haren Bhakta, CFA, explains his thinking around free-float adjusted market-cap weighting using Warren Buffett and Berkshire Hathaway as an example.
That led Haren to ask a bigger question: What if a portfolio were weighted according to shares held by controlling shareholders instead?
He tested the concept using 20 years of historical data, then launched an index in 2024 and an ETF designed to track it.
It's a fascinating look at the investment thesis that ultimately led to Haren's Inside Ownership strategy.
🎧 Watch the full episode of RIA Collective for the complete conversation.
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