Strategas Lists SAMM, a Tactical ETF with an Active Approach to Macro & Momentum Investing - Seite 2

The STS investment team is comprised of 15 analysts who combined have more than 200 years of experience researching the impact of changes in the macro economy and public policy on the capital markets.

“Taking an active approach is key to bringing these investment approaches to market in the most robust way and allows us to leverage insights and expertise from across our industry-leading macro research team,” added Trennert.

For more information on these funds and Strategas Asset Management, LLC, please click https://strategasetfs.com/

ABOUT STRATEGAS

Founded in 2006, Strategas Securities, LLC (STS) is a global institutional broker-dealer and FINRA-member firm. STS 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, LLC (SAM), an affiliate of STS, is a research-driven SEC Registered Investment Adviser of macro-thematic investment strategies, founded to create a suite of managed strategies and ETFs 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 2023, Strategas Asset Management, LLC has approximately $446 million in assets under management and approximately $153 million in assets under advisement.

Strategas Securities, LLC and Strategas Asset Management, LLC are wholly owned subsidiaries of Baird Financial Group. STS and SAM are owned directly by Baird Financial Corporation (BFC). BFC is, in turn, owned by Baird Financial Group, Inc. (BFG), which is the ultimate parent company of BFC.

Disclosures

Baird Financial Corporation, the parent company of Strategas, intends to purchase approximately $5 million of shares of SAMM over the next two or three months. It is also expected that certain Strategas executives and portfolio managers and persons associated with Baird will invest in SAMM.

STRATEGAS GLOBAL POLICY ETF/ STRATEGAS MACRO THEMATIC ETF/ STRATEGAS MACRO MOMENTUM ETF (FUNDS)

Carefully consider each of the Funds’ investment objectives, risk, and charges and expenses. This and other information can be found in the Funds’ summary or full prospectus which can be obtained by calling [phone] or by visiting strategasetfs.com. Please read the prospectus, carefully before investing. SAMM is new and has a limited operating history.