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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Motley Fool Asset Management | Portfolio Manager | Jan 2023 to Present | — |
| 1623 Capital LLC | Portfolio Manager | Dec 2020 to Dec 2022 | — |
| MFAM Funds | Portfolio Manager | Aug 2014 to Nov 2020 | — |
| The Motley Fool | Associate Advisor Motley Fool Share Advisor | Jan 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 Fool | Associate Advisor Motley Fool Million Dollar Portfolio | Feb 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
Others at Motley Fool Asset Management LLC (7)
| Name | Role | Location |
|---|---|---|
B Benjamin Wong | Investment Analyst | Washington, United States |
| Portfolio Manager | Vienna, VA , United States | |
| Portfolio Manager | Washington, DC , United States | |
| Portfolio Manager and Senior Analyst - Equity Research | Belle Haven, VA , United States | |
| Investment Analyst | Washington, DC , United States | |
A Anthony Arsta | Chief Investment Officer | Denver, CO , United States |
S Shelby McFaddin | Investment Analyst | Alexandria, VA , United States |