HISTORY OF FIRM
TrimTabs Asset Management is a money management firm focused on alpha-oriented strategies. Our methodology is informed by TrimTabs Investment Research’s 25 years of experience delivering proprietary research, as well as conducting groundbreaking real-time analysis of equity market liquidity, free cash flow, and macroeconomic trends.
TrimTabs Investment Research is founded by Charles Biderman as a leading independent institutional research firm focused on equity market liquidity.
TrimTabs Investment Research starts daily collection of data on U.S. exchange-traded funds. Goldman Sachs purchases minority share in TrimTabs Investment Research.
TrimTabs Asset Management is founded with an aim to outperform the broad market without paying high management fees.
TrimTabs begins subadvising TrimTabs Float Shrink ETF (TTFS).
TrimTabs Asset Management Trust is formed to launch TrimTabs family of free cash flow funds.
TrimTabs Asset Management’s management team has over 100 years of combined investment management experience, with proven expertise in all areas of asset management.
Ted Theodore, CFAVice Chairman & Chief Investment Officer
Mr. Theodore has specialized both in portfolio management and investment strategy. In addition to being a senior portfolio manager at Citibank and Morgan Stanley, he was head of equity strategy at Citibank and author of the first published research analysis of growth vs. value investing while at Morgan Stanley. Ted was chair of the Asset Allocation Congress and has conducted half-day workshops on global active asset allocation. He was an early adopter of ETFs and started one of the first ETF strategist products in 1999. Ted earned both his MBA in Finance and his undergraduate degree in Economics from the University of Michigan. He is a member of the Institute of Chartered Financial Analysts, the New York Society of Security Analysts and the Market Technicians Association.
Mr. Biderman began his career as Alan Abelson’s assistant at Barron’s, and founded TrimTabs in 1990. TrimTabs developed into the only independent research firm providing detailed daily coverage of U.S. stock market liquidity. Drawing on TrimTabs’ decades of research experience, Mr. Biderman’ s firm sub-advised its first exchange traded fund (TTFS) from 10/04/2011-6/30/2016. The firm launched the TrimTabs All Cap US Free-Cash-Flow ETF (TTAC) on 9/28/2016. Mr. Biderman is a regular on CNBC’s Santelli Exchange as well as Bloomberg.
Jeff LazarChief Operating & Compliance Officer
Mr. Lazar brings many years of operations and compliance experience in finance to TrimTabs, where he oversees compliance, human resources, and operations. Jeff has spent the last 35 years holding similar titles at a number of asset management firms focused on mutual funds, closed-end funds, and hedge funds. Before joining TrimTabs, Jeff served as Chief Operations Officer at Dasoma Capital Management, LLC, a startup global long/short hedge fund. From 1986 to 2003, Jeff served as Executive Vice President as well as Treasurer and Chief Financial Officer for Zweig Advisors Inc. and Zweig Total Return Fund, helping to grow assets to over $1.5 billion. Jeff holds a Bachelor of Science in Accounting from Ithaca College.
Janet Flanders Johnston, CFAPortfolio Manager
Janet Flanders Johnston, CFA, is a Portfolio Manager at TrimTabs Asset Management, responsible for the day-to-day management of the firm’s two ETFs: US All-Cap Free Cash Flow (TTAC) and International All-Cap Free Cash Flow (TTAI). Ms. Johnston joined TrimTabs as Portfolio Manager in May 2017. Prior to joining TrimTabs, Ms. Johnston was managing her family’s premier timber and hunting business from 2015. In addition, Ms. Johnston was an ETF Advisor from 2012 to 2015 and a Managing Partner from 2011 to 2012 at Madrona Partners, Inc. She was a Senior Portfolio Manager and Senior Vice President for Avatar Associates from 2010 to 2011. Earlier in her career, Ms. Johnston was on the investment team where legendary investor, Martin Zweig, was Director of Research and Chairman of the Investment Committee. Ms. Johnston holds a B.S. in Agricultural Economics from the University of Georgia and is a CFA charter holder.
Alan RubenfeldDirector of Sales
Mr. Rubenfeld previously worked in senior ETF sales positions for Financial Products LLC and QuantShares. Alan spent most of his career in senior sales positions at several leading global financial institutions. He was an Executive Director for Portfolio Trading and ETF sales at UBS, Managing Director in Institutional Relationship Management for BNP Paribas and Managing Director in Global Portfolio Trading and Transition Management for Deutsche Bank Securities. He is the author of The Super Traders: Secrets and Successes of Wall Street’s Best and Brightest (Dow Jones Irwin). Alan is a graduate of the University of Michigan, where he received both a BA in English Literature and a Masters in Business Administration.
References to other funds should be interpreted as an offer of these securities.