SAMT

Strategas Macro Thematic Opportunities ETF

$36.99

+0.00%

Market closed. Last update: 10:58 PM ET

📎 Investment Objective

The Strategas Macro Thematic Opportunities ETF (SAMT) seeks to provide investment exposure to macroeconomic and thematic trends in the energy sector.

Overview

ETF tracking Strategas Macro Thematic Opportunities ETF

Category Energy

Issuer Other

Inception Date 2022-01-25

Market Cap $232.7M

Average Volume N/A

Dividend Yield 1.11%

52-Week Range $27.04 - $39.14

VWAP $37.06

Performance

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Investment Summary

📎 Investment Objective

The Strategas Macro Thematic Opportunities ETF (SAMT) seeks to provide investment exposure to macroeconomic and thematic trends in the energy sector.

🎯 Investment Strategy

The fund invests in a portfolio of energy-related stocks and other securities that Strategas Research Partners believes will benefit from long-term macroeconomic and thematic shifts. The portfolio is actively managed to capitalize on evolving market conditions and opportunities.

✨ Key Features

Actively managed portfolio focused on the energy sector
Aims to identify and invest in companies positioned to benefit from macroeconomic and thematic trends
Concentrated portfolio with a flexible investment approach
Low expense ratio of 0.00%

⚠️ Primary Risks

Sector concentration risk as the fund is focused solely on the energy sector
Active management risk as the fund's performance depends on the investment decisions of the portfolio managers
Lack of performance history as the fund is relatively new with no long-term track record
Liquidity risk due to the fund's small asset base and potentially limited trading volume

👤 Best For

The Strategas Macro Thematic Opportunities ETF may be suitable for investors seeking exposure to the energy sector through an actively managed fund that aims to capitalize on evolving macroeconomic and thematic trends. However, the fund's lack of performance history and small asset base make it a higher-risk investment, so it is best suited for investors with a higher risk tolerance and a long-term investment horizon.