Strategas Global Policy Opportunities ETF (SAGP)

Overview

The fund, managed by Strategas Asset Management, LLC, represents a distinctive approach to investing by highlighting the significance of lobbying efforts in company analysis. This actively-managed exchange-traded fund (ETF) focuses on investing primarily in the common stocks of both U.S. and non-U.S. companies that are active in influencing public policy through their lobbying activities in Washington D.C. The Adviser, Strategas Asset Management, LLC, views lobbying as an underappreciated factor when analyzing a company's potential for success. By concentrating on companies engaged in lobbying, the fund aims to leverage these nontraditional efforts as a strategic advantage in the market.

Products and Services

The fund offers a specialized investment opportunity aiming to benefit from the strategic lobbying efforts of companies. Details of the products and services are as follows:

• Investment in Common Stocks of Lobbying Companies: The core offering involves investing in the common stocks of companies, both from the U.S. and internationally, that are actively involved in lobbying activities in Washington D.C. By doing so, the fund seeks to capitalize on the potential impact these activities can have on public policy and subsequently, on the company's performance and stock value.
• Active Management Approach: The ETF is actively managed, meaning that the Adviser, Strategas Asset Management, LLC, actively selects the stocks based on an analysis of companies' lobbying efforts and their potential impact on company performance. This approach allows for dynamic portfolio management, aiming to adjust to changing market conditions and opportunities related to lobbying activities.
• Sector and Geographic Diversification: While the fund focuses on companies engaged in lobbying, it also aims for diversification by potentially investing a significant portion of its assets in securities of companies across various sectors or located in specific countries or regions outside the U.S. This diversification strategy seeks to mitigate risk while attempting to capture growth from different markets and sectors influenced by lobbying activities.