Strategas Lists SAMM, a Tactical ETF with an Active Approach to Macro & Momentum Investing

Strategas Asset Management, LLC (Strategas), the investment advisory arm of one of the world’s leading institutional macro research providers, Strategas Securities, LLC (STS), today launched Strategas Macro Momentum ETF (NYSE Arca: SAMM), its third in a suite of thematic, actively managed ETFs. Strategas’ full suite of ETFs turns thematic ideas into investable solutions.

“SAMM is a one-of-a-kind actively managed ETF designed to identify the ‘investable conclusion’ from the often complex and interdependent variables affecting the global economy,” said Jason DeSena Trennert, Chairman and CIO with Strategas Asset Management. “This ETF aims to fill a gap for advisors and investors looking to leverage tactical rotation and take advantage of macro and market momentum wherever and whenever it may evidence itself.”

The identification and embrace of both macro and equity market momentum is at the foundation of SAMM. Leveraging nearly two decades of proprietary research, the SAMM investment team draws from a comprehensive library of momentum, trend following, relative strength, and behavioral inputs to arrive at security selection. The most tactical of the Firm’s active ETF offerings, SAMM seeks to identify the early signals of momentum and trend inflection, often even before a thematic justification reveals itself. It is designed to be sensitive to the market cycle and complements Strategas’ existing active ETF offerings consisting of Strategas Macro Thematic Opportunities ETF (SAMT) and Strategas Global Policy Opportunities ETF (SAGP).

“SAMM is the most tactical offering in our suite of ETF products,” said Chris Verrone, Lead Portfolio Manager of Strategas Macro Momentum ETF. “Where SAGP and SAMT position thematically across cycles, SAMM is designed to be more sensitive to the current market cycle—seeking and exploiting the market’s momentum impulse wherever it’s found.”

SAMM holds between 20 to 50 U.S. listed securities exhibiting strong technical, momentum, and relative strength characteristics, with a focus on owning securities with compelling risk/reward profiles. Additionally, the strategy is designed to limit drawdowns in adverse market environments by allocating additional assets to defensive alternatives. Strategas’ ETFs are listed on the NYSE Arca and carry total expense ratios of 0.65%.