SAMT Profile
The Strategas Macro Thematic Opportunities ETF is an actively managed exchange-traded fund designed to capitalize on macro-thematic investment opportunities through strategic equity investments. The fund focuses on common stocks of U.S. companies that are deemed by Strategas Asset Management, LLC (the "Adviser") to be highly correlated with significant macroeconomic and thematic trends. These trends are identified based on rigorous analysis of economic indicators, market movements, and emerging global developments.
The ETF employs a thematic investing approach, targeting companies that are expected to benefit from long-term macroeconomic changes, such as technological advancements, demographic shifts, and evolving consumer preferences. By focusing on these macro-thematic trends, the fund aims to uncover investment opportunities that are likely to drive superior returns. The selection process involves in-depth research and analysis to identify companies with strong potential for growth and resilience in the face of economic fluctuations.
The funds investment strategy is inclusive of companies across various market capitalizations, providing a broad exposure to different sectors and industry segments. However, investments are subject to liquidity parameters to ensure that the securities included in the portfolio are sufficiently tradable and can be acquired or disposed of without significantly impacting their market prices. This approach helps maintain the funds ability to adjust its holdings in response to changing market conditions.
Through its active management and thematic investment strategy, the Strategas Macro Thematic Opportunities ETF aims to provide investors with access to high-potential growth opportunities driven by macroeconomic trends. The fund's dynamic approach seeks to identify and capitalize on evolving market themes, offering investors a vehicle to potentially benefit from significant economic and industry shifts while managing associated risks.
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