Strategas Macro Thematic Opportunities ETF (SAMT)
ARCA ARCA Primary 
SAMT: This Hedge-Fund Like ETF Has Delivered
Strategas Macro Thematic Opportunities ETF (SAMT) continues to outperform the S&P 500, validating its active, hedge-fund-like approach. SAMT maintains a conservative portfolio with over 20% in cash and avoids concentrated single-name risks, supporting stability. The ETF's high Sharpe ratio (1.8) and limited drawdowns (-8% max) highlight strong risk-adjusted returns despite higher volatility.
SAMT: Highly Sophisticated Active Strategy With Unconvincing Returns
Incepted in January 2022, SAMT is an actively managed vehicle with a strategy revolving around macro themes like AI, de-globalization, etc. It is benchmarked against the S&P 500. At this juncture, it has 36 holdings, including a massive cash position. Most companies have excellent growth characteristics, yet are expensive and have a few quality issues. 2022 was a success, and so were 2024 and 2025 to date. Yet, owing to feeble 2023, SAMT's annualized return is 1.4% below that of IVV.
SAMT: Intriguing Strategy With Lackluster Result
Strategas Macro Thematic Opportunities ETF is an actively managed ETF holding 36 stocks, along with gold and cash. The fund's portfolio is diversified across large, mid, and small caps, with significant exposure to industrials, consumer staples, and financials. SAMT has underperformed an equity market benchmark, missing one of its objectives.
