The Strategas Macro Thematic Opportunities ETF (SAMT) has marginally outperformed the Russell 1000 since its inception, meeting its objective by focusing on themes like AI, cash flow aristocrats, and de-globalization. While SAMT shows superior sales and cash flow growth with lower valuation ratios, it lags in earnings growth compared to the benchmark. Moreover, the fund trails key competitors such as THRO and AUSF in total return, Sharpe ratio, and fees.
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SAMT: Thematic Rotation ETF Reaches Its Objective, But Lags Key Competitor (NYSEARCA:SAMT)
The Strategas Macro Thematic Opportunities ETF (SAMT) has marginally outperformed the Russell 1000 since its inception, meeting its objective by focusing on themes like AI, cash flow aristocrats, and de-globalization. While SAMT shows superior sales and cash flow growth with lower valuation ratios, it lags in earnings growth compared to the benchmark. Moreover, the fund trails key competitors such as THRO and AUSF in total return, Sharpe ratio, and fees.