Rob Arnott
The Disruptor
Contrarian and drawn to the edge; challenges the settled answer.
Rob Arnott reads as The Disruptor because he reopened a question the entire indexing industry had stopped asking, why weight by market cap at all. Rather than refining existing logic, he exposed its untested assumption, built new methodology through hypothesis-first scientific discipline, and institutionalised the result as Fundamental Indexing through Research Affiliates. His signature move is treating industry orthodoxy as an intellectual vulnerability, then converting that insight into durable structure.
“Nobody has posed the question, why don't we create an index that chooses growth stocks based on how fast they're growing, and weights growth stocks based on the dollar magnitude of that growth.”
“I like to think that we're launching a revolution in indexing. The runway for this is huge.”
“Scientific method means you start with a hypothesis and you only use the data to test the hypothesis. Our hypothesis was if you select companies on how fast they're growing and weight them on the magnitude of their contribution to economic growth.”
Masters in Business: “Focusing on Growth (Not Market Cap)”
LISTEN AT THE SOURCE ↗THE RECORD IS CHECKABLE