ROBO Global

Richard Lightbound serves as CEO, overseeing the firm's strategic direction. Chief Investment Officer Dr. William C. W. Tsang leads the investment team and index methodology design. Tsang previously worked as a derivatives strategist at Goldman Sachs. Jeremy L. Goldman, Managing Director, oversees product development and distribution (per the firm's official communications).

ROBO Global uses a proprietary 'Quantamental' research process that combines quantitative screening with fundamental analysis specific to the Robotics, Automation & AI (RAAI) megatrend. The firm's investment team evaluates companies based on revenue exposure to RAAI themes, growth potential, and competitive moat, rather than relying on traditional sector classifications. The team also engages with robotics and automation companies directly (per the firm's official materials).

ROBO Global manages a suite of thematic exchange-traded funds (ETFs) that track proprietary indices. The largest is the ROBO Global Robotics & Automation Index ETF (ticker: ROBO), which held approximately $5.5 billion in net assets as of May 2024 (per Morningstar). Additional ETFs track the ROBO Global Healthcare Technology & Innovation Index and the ROBO Global AI Index. The firm does not disclose total AUM across all vehicles.

ROBO Global focuses exclusively on the Robotics, Automation & AI (RAAI) megatrend. Its indices include companies in industrial robotics, medical robotics, autonomous vehicles, artificial intelligence, machine learning, and automation software. The firm avoids sectors without meaningful RAAI exposure, such as traditional financial services, real estate, and energy (per the firm's index methodology, 2023).

ROBO Global is an asset manager, not a family office. It operates as a thematic index and ETF provider, serving institutional investors, advisors, and retail clients seeking pure-play exposure to robotics and automation. The firm's ownership structure is not publicly disclosed, and it does not manage capital for a single family.

ROBO Global's Quantamental methodology explicitly identifies companies with substantial revenue from Robotics, Automation & AI, irrespective of their GICS or ICB sector classification. This contrasts with broad-market indices that classify companies by primary industry. For example, ROBO includes Intuitive Surgical (classified in Healthcare) and NVIDIA (Semiconductors) as pure-play automation companies (per the firm's index white papers).

No. ROBO Global does not hold direct ownership of the companies in its indices. The firm licenses its proprietary indices to ETF issuers, such as Exchange Traded Concepts, which create and manage the publicly traded ETFs. ROBO Global derives revenue from index licensing fees, not from managing a portfolio of directly owned securities (per the firm's regulatory filings).