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Tag: take the long view
The Longview Advantage ETF: Your Fund, Built for the Long View
We created the Longview Advantage ETF (EBI) to give our clients the best of evidence-based investing at the lowest possible cost. In this update, Matt Hall and Matt Zenz share how it’s working.
TRANSCRIPT
Matt Hall:
Okay, I told you we’re gonna do more videos. We’re doing another video. I’m here with Matt Zenz, CIO of Hill Investment Group, and the architect of our ETF. We thought it might be fun for you and important to just know a little bit more about the Longview Advantage, ETF. And Matt, one of the things that we’re really proud of that we haven’t communicated maybe to our audience is the Longview Advantage.
ETF symbol EBI is getting a lot of attention. What should our clients know about it? What’s the most important thing they should understand?
Matt Zenz:
Yeah, I think there’s kind of two different ways to look at this. The first is, as an evidence-based investor, which we all are, all of our clients are, is that you win because this is designed better. We combined all of the most compelling ideas across the evidence-based community into one fund. And then we’re implementing it without compromise. Because we’re smaller, which we all are, all of our clients are, is that you win because this is designed better. We combined all of the most compelling ideas across the evidence-based community into one fund. And then we’re implementing it without compromise.
Because we’re smaller, because we’re more nimble, we’re able to more effectively go after what the evidence says. You’re able to pick up the pennies, and that means wins means higher returns for you as a client, but then also as a client of Hill Investment Group, you get to win again because you get this strategy at cost. We don’t charge our clients for it. So that means we run it at the lowest possible cost to our end clients. Our clients save about a half a million dollars a year in fees because they’re, because they aren’t paying what they were paying before some of the other managers. And so you get to win both on the structure of the fund and also the cost of the fund.
Matt Hall:
Yeah. Well that’s obviously a home run. And how has it performed since February? Since it launched?
Matt Zenz:
It performed exactly as it was designed, on par with what we would expect based on how we designed the strategy.
We want to emphasize smaller, deeper value, more profitable companies. We’ve been able to do that as a structure, and the performance has been exactly in line with what you would expect for that type of portfolio.
Matt Hall:
Awesome. Well, thanks for sharing that. To all of our clients, thank you for your support. We’ve had unbelievable confidence in the strategy and just wanted to share this update with you. Let us know if you have any other questions.
Closing Out 2025: Finishing What You Started
As the final months of 2025 come into view, it’s natural to revisit the goals you set back in January. The year often speeds up this time of year—with family, travel, and commitments pulling in different directions—making it even more valuable to pause and check in.
Did you commit to saving more, refining your estate plan, or establishing a charitable giving strategy? Maybe you wanted to align your spending with what matters most. Wherever you stand, this is a good time to take stock and finish the year with focus.
At Hill Investment Group, we believe meaningful progress comes less from grand gestures and more from steady, intentional steps. Goals left unattended can linger and create stress. Addressing them now, even in small ways, can bring clarity and momentum into the new year.
Here are a few areas to consider before year-end:
Revisit your plan to confirm it reflects your current stage of life and any significant changes since January—such as retirement, the birth of a child or grandchild, or an inheritance. Even small adjustments, like reviewing account allocations or rebalancing, can help keep your plan aligned with your long-term objectives.
An up-to-date will, trust, or power of attorney helps ensure your wishes are honored and your loved ones are cared for. If your documents are out of date, this may be a good time to refresh them. We’re glad to coordinate with your legal team as part of your broader planning process.
Year-end is often a time when families think about giving. Tools such as donor-advised funds or direct contributions can help support the causes you value. Depending on your circumstances, certain strategies may also provide tax advantages.
If your income allows, consider reviewing contributions to retirement accounts before year-end, especially if you have a company match in a 401(k) or access to a Roth IRA. Even incremental increases may help keep you on track toward your long-term savings goals.
Finishing your 2025 goals isn’t about perfection—it’s about progress. Each thoughtful step you take builds confidence and strengthens your foundation for the years ahead.
If you find your goals overwhelming, or you’re unsure where to start, remember: you don’t have to go it alone. We’re here to help you simplify, focus, and take the long view.
You’re invited to email the team here.
Disclaimer:
Hill Investment Group is an SEC-registered investment adviser. This material is provided for informational and educational purposes only and should not be construed as personalized investment, tax, or legal advice. Past performance is not indicative of future results. All investing involves risk, including the potential loss of principal. Please consult with your tax and legal professionals regarding your specific circumstances.
We Work for You
This is an ad we’d be proud to run in the Wall Street Journal, or anywhere, for that matter, because it’s the truth.
However, we’re only seeking to help a handful of new, special families each year…not tens of thousands. So, rather than charge higher fees to our clients to pay for expensive ads, we’ve been blessed with your help in achieving over 20 years of highly successful, selective growth through your heartfelt and warm introductions to family, friends, and those you care about who’ve become part of the Hill Family. Thank you!
As you celebrate along with us, if there’s someone special you’d like to help and think might be a good fit, please reach out to me.
Not ready for that? We’d be happy to send them a copy of Odds On so they can learn more about our “Take the Long View” philosophy, evidence-based investing, and values.
Hill Investment Group is an SEC-registered investment adviser. This material is provided for informational purposes only and should not be construed as investment advice or a solicitation to engage our services. Past growth or success should not be interpreted as a guarantee of future results. References to client introductions, relationships, or experiences are not intended to imply that any client or prospective client will achieve similar outcomes. All investing involves risk, including the potential loss of principal. For additional information, please refer to our Form ADV, available upon request.
