Sep 16, 2026 · 19 min · 13 segments
The Founders Fund by Peter Thiel has over $20 billion in assets and strong returns -- but you have no access to it. How can ordinary investors access funds of companies led by founders? Enter the…
Michael MonahanGuest
Barry RitholtzHost
How can ordinary investors get access to funds of companies headed by founders? To help us unpack all of this and what it might mean for your portfolio, let's bring in Michael Monahan.
He is a partner and portfolio manager of the Founders 100 ETF, stock symbol FFF.
He's also been a Wall Street analyst, a private market investor, a tech startup CEO, and a public equity portfolio manager in his career.
What's the central thesis behind the Founders 100 ETF? Why should founder-led companies outperform even after they've become large public companies?
I believe that was Bain Research that founder-led companies tend to outperform other companies.
What is it that drives that three times outperformance? Is it that founder-led companies tend to be heavily represented in the technology sector? Is it a function of age or size, or is this just survivorship bias? Right.
How can ordinary investors get access to funds of companies headed by founders? To help us unpack all of this and what it might mean for your portfolio, let's bring in Michael Monahan.
He is a partner and portfolio manager of the Founders 100 ETF, stock symbol FFF.
He's also been a Wall Street analyst, a private market investor, a tech startup CEO, and a public equity portfolio manager in his career.
What's the central thesis behind the Founders 100 ETF? Why should founder-led companies outperform even after they've become large public companies?
I believe that was Bain Research that founder-led companies tend to outperform other companies.
What is it that drives that three times outperformance? Is it that founder-led companies tend to be heavily represented in the technology sector? Is it a function of age or size, or is this just survivorship bias? Right.
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