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Fund Research Analyst | ETF Specialist

William Lee

William likes to look under the hood before judging an investment product. He digs into fund holdings, fees, performance, drawdowns and the numbers behind ETFs and other funds. If a fund looks great on the surface, William is usually the guy asking, “What are we missing?”

8 ARTICLES
Currency Hedged vs Unhedged US ETFs: An Analyst's Guide for 2026

Currency Hedged vs Unhedged US ETFs: An Analyst’s Guide for 2026

A deep-dive comparison of currency hedged vs unhedged US ETFs for global investors in 2026. This analyst guide covers how they work,...

Global Healthcare ETFs: The 2026 Ultimate Comparison (Expense Ratio & Yield)

Global Healthcare ETFs: The 2026 Ultimate Comparison (Expense Ratio & Yield)

An in-depth 2026 analysis comparing top global healthcare ETFs like IXJ, VHT, and XLV. A fund research analyst breaks down expense ratios,...

REIT ETFs: A Fund Analyst's Data-Driven Guide for US Investors

REIT ETFs: A Fund Analyst’s Data-Driven Guide for US Investors

A data-driven analysis for US investors on how to select the best REIT ETFs in 2026. This guide from a fund research...

S&P 500 & Macro Trends: A Complete Guide to Using Moving Averages

S&P 500 & Macro Trends: A Complete Guide to Using Moving Averages

Learn how to using moving averages to track macroeconomic trends in the S&P 500. This 2026 guide covers SMA, EMA, Golden Cross/Death...

Unregulated Offshore Platforms: A Fund Analyst's 2026 Guide to Critical Risks

Unregulated Offshore Platforms: A Fund Analyst’s 2026 Guide to Critical Risks

A professional fund analyst's breakdown of the risks associated with unregulated offshore gambling and crypto platforms in 2026. Learn to identify and...

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