Strategas Asset Management’s ETF Family Marks One-Year Anniversary; Surpasses $100 Million in Total Assets - Seite 2

SAGP utilizes Strategas’ proprietary super-cyclical “lobbying intensity” analytical framework in combination with the portfolio management team’s recommended asset allocation approach. The resulting portfolio is made up of global equities we believe are best positioned for potential positive impacts tied to public policy initiatives at the U.S. federal government level. The management team also incorporates tactical tilts toward the most favorable equity sleeves, such as domestic versus international, large-cap versus small cap, and more.

“Political volatility can lead to equity performance volatility, particularly for those companies that have not built a robust, long-term public affairs program to help them have their voice heard in what has been a constantly shifting political environment in recent years,” added Dan Clifton, Partner, Head of Policy Research and Lead Portfolio Manager for SAGP. “By combining rigorous active management with our lobbying intensity framework, we’re providing investors with a means to identify the opportunities amidst a range of policy outcomes.”

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 December 2022, Strategas Asset Management has approximately $749 million in AUM/A.

Strategas Securities, LLC and Strategas Asset Management, LLC are wholly owned subsidiaries of Baird Financial Group.

Risk Disclosures and Important Information

STRATEGAS GLOBAL POLICY / STRATEGAS MACRO THEMATIC

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 [phone] or by visiting strategasetfs.com. Please read the prospectus, carefully before investing.

Each Fund is new and has a limited operating history.

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.