SAMT - SAMT: Intriguing Strategy With Lackluster Result
2025-03-12 05:22:56 ET
Summary
- 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.
- SAMT has also lagged behind factor ETFs in various fundamental investing styles: value, growth, quality, low-volatility, and GARP.
SAMT strategy
Strategas Macro Thematic Opportunities ETF ( SAMT ) is an actively managed ETF launched on 01/24/2022 with an objective of long-term capital appreciation. SAMT has 38 holdings, a dividend yield of 1.44% and an expense ratio of 0.65%....
SAMT: Intriguing Strategy With Lackluster Result