Turning Thematic Ideas Into Investable Solutions
We focus on identifying emerging macro themes from the often complex and interdependent variables affecting the global economy. Our approach centers on the principle that in the right combination, a portfolio of individual stocks with common thematic characteristics – but diversified fundamental attributes – can result in higher correlations to targeted macro thematic outcomes.
The Funds are distributed by SEI Investments Distribution Co. (SIDCO), which is not affiliated with Strategas Asset Management, LLC or any of its affiliates, or Vident Advisory, LLC or any of its affiliates.