Elkhorn partners with Barclays, Dorsey

WHEATON - Independent investment firm Elkhorn Capital Group said it has formed a strategic partnership with Barclays.

In addition to partnering with Barclays on new strategies, Elkhorn will continue to grow its relationship with Dorsey, Wright & Associates by adding its founder, Tom Dorsey, as a strategic stakeholder.

"We are excited to be working closely with a leading global financial institution like Barclays and a visionary like Tom Dorsey," said Ben Fulton, founder and CEO of Elkhorn. "Both have demonstrated the ability to grow innovative firms like Elkhorn and our entrepreneurial histories are a natural fit. These collaborative partnerships will help expand our product development and distribution capabilities to better meet clients' needs."

Elkhorn is developing a wide array of investment structures, including ETFs, UITs, ETF-linked and market-linked solutions, based on world-class research.

"We are extremely pleased to team with Elkhorn," said Fabien Labouret, global head of EFS investment strategies at Barclays. "We believe there is a great opportunity for Elkhorn to grow as a result of their innovative approach to meeting adviser's needs.

"Their structurally diverse approach is very complementary to our business and we believe increases the scope by which we can serve our clients," he added

Dorsey added Elkhorn's vision "offers end users a more holistic approach to investing and fits perfectly with Dorsey, Wright & Associates.

"At the end of the day, we believe advisers should be able to dictate the structure of the investment, not the structuring firm," Dorsey said. "We have partnered with Elkhorn already on numerous products and look to further expansion in the near future."

Elkhorn's first ETF, the Elkhorn S&P 500 Capital Expenditures Portfolio (Nasdaq: CAPX), launched in May of this year and is the first capital expenditures ETF. Elkhorn will be partnering with both firms in the creation and distribution of research-based products.