Strategas Asset Management Portfolio Manager Courtney Rosenberger appeared on OETV with Mehdi Sunderji to talk all things midterms, including the impact of midterm elections on market trends and investment implications to keep in mind as well as how those ideas coincide with the Strategas Global Policy Opportunities ETF (NYSE: SAGP)
Strategas Asset Management Portfolio Manager Jerry Hendricks sits down with Open Exchange TV’s Scott Duxbury to discuss ETF tax efficiencies, how taxes are managed when an ETF needs to be rebalanced and how it relates to the Strategas Global Policy Opportunities ETF (NYSE: SAGP) and Strategas Macro Thematic Opportunities ETF (NYSE: SAMT)
Strategas Asset Management Chief Investment Officer Jason Trennert reviews our base case for the economy and the market and its impact on the Strategas Macro Thematic ETF (NYSE: SAMT) and the Strategas Global Policy Opportunities ETF (NYSE: SAGP)
Carefully consider each Fund’s investment objectives, risk, and charges and expenses. This and other information can be found in the Fund’s summary or full prospectus which can be obtained by calling 855-457-3637 or by visiting strategasetfs.com. Please read the prospectus carefully before investing.
Strategas Asset Management, LLC serves as the investment advisor for each Fund and Vident Investment Advisory, LLC serves as a sub advisor to each Fund. The Funds are distributed by SEI Investments Distribution Co. (SIDCO), which is not affiliated with Strategas Asset Management, LLC or any of its affiliates.
Both funds may be more heavily invested in particular sectors and may be especially sensitive to factors and economic risks that specifically affect those sectors. These funds may trade securities actively, which could increase its transaction costs (thereby lowering its performance) and could increase the amount of taxes you owe by generating short-term gains, which may be taxed at a higher rate.
An investment in the Funds involves risk, including possible loss of principal. In addition to the normal risks associated with investing, the Strategas Global Policy Opportunities ETF (SAGP) is subject to lobbying focused investment risk. The advisor’s investment process utilizes lobbying intensity as the primary input when selecting investments for the Fund’s portfolio and does not consider an investment’s traditional financial metrics. The Fund may underperform other funds that select investments utilizing more traditional investment metrics. The Fund may also focus its investments in a particular country or geographic region outside the U.S. and may be more susceptible to economic, political, regulatory or other events or conditions affecting issuers and countries within that country or geographic regions well as risks of increased volatility and lower trading volume. Emerging markets involve heightened risks related to the same factors as well as increased volatility and lower trading volume.
In addition to the normal risks associated with investing, the Strategas Macro Thematic Opportunities ETF (SAMT) is subject to macro-thematic trend investing strategy risk. Therefore, the value of the Fund may decline if, among other reasons, macro-thematic trends believed to be beneficial to the Fund do not develop as anticipated or maintain over time, or the securities selected for inclusion in the Fund’s portfolio do not perform as anticipated.
Diversification may not protect against market risk.
Shares of any ETF are generally bought and sold at market price (not NAV) and are not individually redeemed from the fund. Brokerage commissions will reduce returns.