The Sweet Taste Of Success: Will Hershey's Roundhill Investments

Will Hershey is the Co-Founder and CEO of Roundhill Investments, an SEC-registered investment advisor with a focus on innovative exchange-traded funds (ETFs). Hershey, who attended Vanderbilt University, has a background in economics and financial economics. Prior to founding Roundhill Investments in 2018, he served as Head Trader at Yorkville Capital Management and was previously with Yorkville ETF Advisors, where he played a key role in the development and growth of two NYSE-listed ETFs. At Roundhill, Hershey is responsible for indexing, research, and product development, as well as firm-level partnerships and operations. He has been featured in various podcasts, sharing his insights on the investment opportunities in esports, online gaming, and digital entertainment.

Will Hershey is the Co-Founder and CEO of Roundhill Investments

Prior to founding Roundhill, Hershey served as Head Trader at Yorkville Capital Management, following his role as an Analyst at Yorkville ETF Advisors, where he played a key part in the development and growth of two NYSE-listed ETFs.

Roundhill's suite of ETFs offers unique and differentiated exposures across thematic equity, options income, and trading vehicles. The company has launched over 100 ETFs, including several first-to-market products.

Hershey is responsible for Roundhill's indexing, research, and product development, as well as firm-level partnerships and operations. He has been featured in various podcasts, including the ARK Podcast and 7investing, where he discussed the growing opportunities in eSports, online gaming, and digital entertainment.

Will Hershey holds a Bachelor of Arts degree in Economics, with a minor in Financial Economics, from Vanderbilt University.

Roundhill Investments is an SEC-registered investment advisor

Roundhill Investments, co-founded by Will Hershey in 2018, is an SEC-registered investment advisor. The company is focused on offering innovative exchange-traded funds (ETFs).

Roundhill's suite of ETFs offers unique and differentiated exposures across thematic equity, options income, and trading vehicles. The company offers ETFs in a variety of sectors, including sports betting and iGaming, generative AI and technology, global luxury, and video games.

Roundhill has a depth of knowledge and experience in the ETF space, with the team having collectively launched more than 100+ ETFs, including several first-to-market products. The company aims to target the next generation of investors with its innovative investment offerings.

As an SEC-registered investment advisor, Roundhill Investments operates within the regulatory framework set forth by the U.S. Securities and Exchange Commission (SEC). This means that the company must adhere to certain rules and regulations designed to protect investors and maintain fair and efficient markets. By registering with the SEC, Roundhill Investments demonstrates its commitment to transparency, disclosure, and compliance with industry regulations.

The company's registration with the SEC also allows it to provide a wider range of investment advisory services to its clients. SEC-registered investment advisors are typically permitted to offer a broader array of investment strategies and products compared to unregistered advisors. This enables Roundhill Investments to better serve its clients by providing them with access to a more comprehensive set of investment opportunities.

Roundhill's ETFs focus on thematic equity, options income, and trading vehicles

Will Hershey is the Co-Founder and CEO of Roundhill Investments, an SEC-registered investment advisor with a focus on innovative exchange-traded funds (ETFs). Roundhill's suite of ETFs offers unique and differentiated exposures across thematic equity, options income, and trading vehicles.

Roundhill's ETFs focus on three main areas: thematic equity, options income, and trading vehicles. Thematic equity ETFs are those that are built around specific themes or sectors, such as the NERD ETF, which focuses on video games, and the BETZ ETF, which focuses on sports betting and iGaming. These ETFs allow investors to gain exposure to specific industries that are often at the forefront of innovation and offer strong growth potential.

Options income ETFs, on the other hand, are designed to provide a steady stream of income for investors. These ETFs typically employ options strategies, such as covered calls, to generate regular premiums. Roundhill's QDTE and XDTE ETFs, for example, utilize covered call strategies on the N-100 and S&P 500 indexes, respectively. By selling call options, these ETFs provide investors with the opportunity to collect premiums and generate income.

Lastly, trading vehicles refer to ETFs that are designed for more active trading strategies. These ETFs may employ leverage or inverse strategies to provide investors with tools to profit from both bullish and bearish market conditions. Roundhill's MAGS and MAGQ ETFs, for example, offer daily long and inverse exposure to the Magnificent Seven Index, allowing investors to amplify their returns or hedge their portfolios.

Roundhill's focus on these three areas—thematic equity, options income, and trading vehicles—provides investors with a diverse set of tools to achieve their financial goals. By combining unique exposures, income generation, and active trading strategies, Roundhill's ETFs offer something for both long-term investors and short-term traders, helping them navigate the market and build robust investment portfolios.

Will Hershey has a background in economics and financial economics

Will Hershey is the Co-Founder and CEO of Roundhill Investments, an SEC-registered investment advisor with a focus on innovative exchange-traded funds (ETFs). Hershey's background in economics and financial economics has been instrumental in shaping his career in the investment industry.

Hershey attended Vanderbilt University, where he obtained a Bachelor of Arts (B.A.) degree with a major in Economics and a minor in Financial Economics. This educational foundation provided him with a strong understanding of economic principles, financial markets, and analytical frameworks.

With a solid academic grounding in economics and financial economics, Will Hershey began his career as an Analyst at Yorkville ETF Advisors. During his time there, he played a pivotal role in the creation and growth of two NYSE-listed ETFs. This early experience exposed him to the world of exchange-traded funds and the intricacies of the financial markets.

Following his stint at Yorkville ETF Advisors, Hershey took on the role of Head Trader at Yorkville Capital Management. This position allowed him to further hone his expertise in trading and investment strategies. Eventually, he co-founded Roundhill Investments in 2018, alongside Tim. The company's mission was to build an ETF platform targeting the next generation of investors.

Roundhill Investments, under the leadership of Will Hershey, has introduced a range of unique ETFs, including the NERD ETF, which focuses on gaming and digital entertainment companies. Hershey's background in economics and financial economics has undoubtedly influenced his approach to investment strategies and product development. His understanding of economic trends and financial market behaviour informs Roundhill's ability to identify emerging industries and create differentiated investment products.

Roundhill's BITKRAFT Esports & Digital Entertainment ETF (NERD) is composed of gaming and entertainment companies

Roundhill BITKRAFT Esports & Digital Entertainment ETF (NERD) is composed of gaming and entertainment companies. The ETF was launched on June 4, 2019, and its name was changed to the Roundhill Video Games ETF on September 26, 2022. The fund seeks to track the performance of the Nasdaq CTA Global Video Games Software Index.

The ETF's investment objective is to provide investment results that, before fees and expenses, track the performance of a rules-based index. The fund's portfolio includes companies that are actively involved in the esports and other digital entertainment industries. These companies include those that earn revenue from electronic sports, video game publishing, video game development, video game streaming platforms, organising video game tournaments and events, owning competitive video game teams, and gaming hardware and technology companies.

The ETF's investment strategy involves a "passive management" approach, seeking to track the total return performance of the index. The fund generally uses a "replication" strategy to achieve its investment objective, investing in all of the component securities of the index in approximately the same proportions.

The fund's portfolio managers are Andrew Serowik and Travis Trampe, who have been responsible for day-to-day management of the fund's portfolio since its inception in 2019.

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