| Investment Objective: |
The Strategas Macro Momentum Fund "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 attempts to identify the early signals of momentum and trend inflection, often even before a thematic justification reveals itself, with a focus on owning securities with compelling risk/reward profiles. SAMM holds between 20 to 50 U.S. listed securities exhibiting strong technical, momentum, and relative strength characteristics. Constituents are sourced from both up and down the capitalization scale and across the market's various industry groups and sectors, but always with emphasis on embracing the leadership corners of the market. When market conditions demand that a more defensive posture is warranted, positions in cash, Treasury ETFs, or Gold ETPs can be held to mitigate portfolio and macro risk. |
