Sign in
CT

Charly Travers

Portfolio Manager at Motley Fool Asset Management LLC

Belle Haven, VA , United States

About

Charly Travers is a Portfolio Manager at Motley Fool Asset Management LLC, based in Belle Haven, Virginia. She oversees the Motley Fool Small-Cap Growth ETF (TMFS) and the firm’s suite of passive ETFs, including the Motley Fool 100 Index ETF (TMFC), Motley Fool International ETF (TMFX), and Motley Fool Emerging Markets ETF (TMFE). In this role, she is responsible for portfolio construction, risk management, and ensuring alignment with the firm’s investment strategies and objectives.

Charly’s investment focus spans small-cap growth equities, broad U.S. large-cap indexes, international developed markets, and emerging markets. She brings a disciplined, research-driven approach to portfolio management, emphasizing diversification and long-term value creation across these asset classes. Her expertise is particularly evident in managing both active and passive strategies, catering to a wide range of investor needs.

Prior to joining Motley Fool Asset Management, Charly served as a Portfolio Manager at 1623 Capital LLC and held a similar role at MFAM Funds. She holds a Master of Science in Pharmacology & Physiology from Saint Louis University School of Medicine and a Bachelor of Arts in Psychology from Illinois Wesleyan University. Charly’s unique background and analytical rigor have contributed to her success in the investment industry, where she is recognized for her thoughtful approach to portfolio management and her commitment to delivering results for investors.

Career History

OrganizationRoleDate RangeDetails
Motley Fool Asset ManagementPortfolio ManagerJan 2023 to Present
1623 Capital LLCPortfolio ManagerDec 2020 to Dec 2022
MFAM FundsPortfolio ManagerAug 2014 to Nov 2020
The Motley FoolAssociate Advisor Motley Fool Share AdvisorJan 2012 to Aug 2014
The Motley Fool has just launched Share Advisor in the UK. The service makes 2 stock recommendations per month, one of which will be a dividend payer while the other is typically a traditional growth ...
Motley FoolAssociate Advisor Motley Fool Million Dollar PortfolioFeb 2008 to Aug 2014
Million Dollar Portfolio is a real money model portfolio that I co-manage. It is a relatively concentrated portfolio that will hold between 20 and 40 stocks at any one time. It employs a balance of st...

Education

Saint Louis University School of Medicine

MS, Pharmacology & Physiology

1998 2003

Illinois Wesleyan University

BA, Psychology

1994 1998

Skills & Expertise

Investments
Valuation
Equities
Portfolio Management
Financial Analysis
Equity Valuation
Equity Research
Value Investing
Financial Modeling
Asset Management
Asset Allocation
Business Strategy
Finance
Investment Management
Management
Investment Strategies

Others at Motley Fool Asset Management LLC (7)

NameRoleLocation
B
Benjamin Wong
Investment AnalystWashington, United States
Jeremy Myers
Jeremy Myers
Portfolio ManagerVienna, VA , United States
Michael Olsen
Michael Olsen
Portfolio ManagerWashington, DC , United States
Nate Weisshaar
Nate Weisshaar
Portfolio Manager and Senior Analyst - Equity ResearchBelle Haven, VA , United States
Theodore Piggott
Theodore Piggott
Investment AnalystWashington, DC , United States
A
Anthony Arsta
Chief Investment OfficerDenver, CO , United States
S
Shelby McFaddin
Investment AnalystAlexandria, VA , United States