Tim Seymour On Running A Cannabis Fund: ‘We Focus On Companies Poised For Growth’
Tim Seymour, portfolio manager of the $CNBS Amplify Seymour Cannabis ETF (NYSE: CNBS), is renowned for recognizing the potential of the cannabis sector early on. In an exclusive interview with Benzinga Cannabis, he discussed the critical role of strategic partnerships in expanding market reach, the importance of operational efficiencies in improving gross margins and the potential of the U.S. hemp cannabinoid market as a burgeoning and legally complex segment poised for substantial growth.
These insights are vital for investors looking to understand the dynamics that drive profitability and growth in the cannabis industry.
“Cannabis sector growth continues to exceed expectations, particularly as regulations begin to soften worldwide. This shift is creating significant investment opportunities,” Seymour told Benzinga. He underscored the dynamic nature of the market, fueled by regulatory changes that often catalyze growth and investor interest.
Investment Strategy And Portfolio Management
In managing the $CNBS ETF, Seymour employs a selective strategy that prioritizes companies with robust governance structures and strong market potential. “In a nascent industry like cannabis, governance and strategic foresight are paramount.
We focus on companies that are not only well-managed but also poised for growth.
“We specifically look at leaders like Curaleaf (OTC: CURLF), which is renowned for its expansive operational footprint and …