SAMM Profile
The Strategas Macro Momentum ETF is an actively managed exchange-traded fund that seeks to capitalize on macroeconomic trends through a diversified investment approach. The fund primarily targets common stocks of U.S. companies, including sectors that are sensitive to economic cycles and shifts in market dynamics. By focusing on companies that are poised to benefit from prevailing economic conditions, the fund aims to generate returns that reflect macroeconomic momentum.
In addition to U.S. equities, the fund allocates investments across a range of asset classes to enhance its potential for returns and diversification. This includes real estate investment trusts (REITs), which provide exposure to the real estate sector and its associated income streams. The fund also invests in master limited partnerships (MLPs), which offer access to energy infrastructure and natural resources, potentially benefiting from commodity price fluctuations and energy market trends.
The fund further diversifies its holdings by including American Depositary Receipts (ADRs), which represent foreign companies and provide exposure to international markets without requiring direct investments in foreign securities. Additionally, the ETF invests in shares of other investment companies, such as ETFs, exchange-traded products (ETPs), and closed-end funds, which allows for tactical allocation across different asset classes and strategies. The inclusion of business development companies (BDCs) also adds an element of high-yield income potential from investments in small to mid-sized companies.
Through its comprehensive investment strategy, the Strategas Macro Momentum ETF aims to adapt to changing economic conditions and market opportunities. The active management approach allows the fund to adjust its holdings based on macroeconomic signals and market trends, seeking to maximize returns while managing risk. This diversified and dynamic strategy positions the ETF as a versatile option for investors looking to capitalize on macroeconomic momentum and market shifts across various sectors and asset classes.
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