Strategas Macro Thematic Opportunities ETF (SAMT) Crosses the $60 Million Asset Threshold

Strategas Asset Management announced today that its Strategas Macro Thematic Opportunities ETF (SAMT) has surpassed $60 million in assets under management. As of September 2, the fund’s assets were $62,904,239.

SAMT is an actively managed thematic rotation ETF, which is powered by Strategas’ industry-leading macro research. The Fund’s management team looks to invest in three to five identified themes at any given time, adjusting thematic positioning as the macro environment shifts, providing a more opportunistic approach to thematic investing than ETF investors previously had at their disposal.

“Thematic investing needed a new approach. By actively shifting SAMT’s portfolio’s holdings to reflect the changing macro environment the Fund can potentially help investors access the benefits of thematic approaches while avoiding some of the pitfalls that can come with a static allocation to specific areas of the market,” said Nicholas Bohnsack, CEO of Strategas Asset Management and Portfolio Manager for SAMT. “We are thrilled for the Fund to have crossed the $60 million mark but believe we’re just getting started.”

Currently, the SAMT portfolio is positioned for the themes of continued inflation, a shift towards deglobalization, quantitative tightening, and allocating towards more defensive sectors as the strong dollar is expected to weigh on more cyclical names.

Along with SAMT, the firm also offers the Strategas Global Policy Opportunities ETF (SAGP), which utilizes Strategas’ proprietary super-cyclical “lobbying intensity” analytical framework to build out a global equity portfolio that is leveraged to successful public policy outcomes with tactical tilts towards areas of the market that we believe are expected to do well.

Additional information can be found at the Strategas ETFs website.

ABOUT STRATEGAS

Founded in 2006, Strategas Securities, is a global institutional broker-dealer. The Firm provides macro research, capital market and corporate advisory services, and financial products to institutional investors and corporate executives in more than twenty countries around the world.

Strategas Asset Management is a research-driven manager of macro-thematic investment strategies, founded to create a suite of managed strategies to assist institutional investors, family offices, and financial advisors with implementing the tactical and thematic idea generation of Strategas’ macro-oriented research. As of July 2022, Strategas Asset Management has approximately $753 million in AUM/A.