The latest episode of Behind the Ticker, hosted by Brad Roth of Thor Funds, digs into two of the first actively managed, values-based ETFs on the market. Bob Doll, CEO and CIO of Crossmark Global Investments, talks the faith-based screens, why they're different from ESG funds, and gets under the hood of the Crossmark Large Cap Growth ETF (CLCG) and the Crossmark Large Cap Value ETF (CLCV) that hold appeal with investors across a range of beliefs.
Prefer to watch this conversation instead? You can do that here or on our YouTube channel.
-
Bob Doll's path back to the industry: After 40 years managing large cap US equities at firms like Nuveen and BlackRock, Bob Doll "retired" but never really left. He's now CEO and CIO of Crossmark Global Investments. Doll explains Crossmark's values-based approach, which uses an "avoid, embrace, engage" framework to screen companies, and how it's different from the out-of-favor style of ESG investing.
-
Inside Crossmark's two new ETFs: The
Crossmark Large Cap Growth ETF (CLCG)and theCrossmark Large Cap Value ETF (CLCV)launched in July 2025 and are built on a 75% quantitative, 25% values-based screen that reruns every single day. Doll walks through w...