Strategas Asset Management’s ETF Family Marks One-Year Anniversary; Surpasses $100 Million in Total Assets

Strategas Asset Management is today marking the one-year anniversary of the launch of its Strategas Macro Thematic Opportunities ETF (SAMT) and Strategas Global Policy Opportunities ETF (SAGP), the firm’s first forays into the Exchange Traded Fund category. Simultaneously, the firm is celebrating the fact that these two funds now cumulatively have more than $100 million in assets under management as of January 31^st, 2023

Both funds are actively managed by the Strategas team, with SAMT designed to invest in three to five identified themes at any given time, with the portfolio management team adjusting thematic positioning as the macro environment shifts. As of January 2023, SAMT’s exposures are currently allocated across four major themes:

• Recession Protection: Inflation remains an issue and economic data, outside of the labor market, continues to deteriorate.
• Cash Flow Aristocrats: The transition from quantitative easing to quantitative tightening makes it likely that interest expenses will consume a greater share of corporate cash, giving companies with the ability to generate cash to self-fund a significant advantage.
• Energy Security: A confluence of factors, an administration hostile to the fossil fuel industry, growing political instability, and more make an “all-inclusive” energy investing strategy the recommended method to start 2023.
• De-Globalization: the supply chain disruptions of the past few years have resulted in companies “near-shoring” more operations and countries investing more in their own energy, food supplies, and security.

“We launched SAMT because we strongly believed that investors were not being well-served by the ‘thematic’ offerings being made available to them. After all, themes come in and out of favor quickly, and often with little to no notice. But an actively managed fund, powered by our industry-leading macro research capabilities, was something we thought could provide a powerful tool for investors looking for the most meaningful opportunities amidst a sea of ‘themes,’” said Nicholas Bohnsack, CEO of Strategas Asset Management and Portfolio Manager for SAMT. “We’re very excited by the reception SAMT has gotten thus far and look forward to continuing to educate the marketplace on this fund’s highly differentiated nature.”