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See exactly how SAMT's revenue becomes profit — a Sankey that traces revenue (and its reported segments) through gross profit, operating expenses, and net profit, with the year-over-year change on every line.
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This actively managed Exchange Traded Fund (ETF) primarily allocates its assets to common equities of U.S. corporations. The selection process, guided by Strategas Asset Management, LLC (the Adviser), focuses on companies exhibiting a strong alignment with broader macro-thematic developments. While the fund is not restricted by market capitalization, all prospective holdings must meet particular liquidity thresholds.
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.
The investing landscape this year is marked by several crucial, competing, intertwined themes. AI looms over areas from robotics to electrification, space to semiconductors.
Strategas Macro Thematic Opportunities ETF has marginally outperformed the Russell 1000 since inception, meeting its stated objective. SAMT employs a top-down, thematic approach, currently emphasizing AI, cash flow aristocrats, de-globalization, and industrial power renaissance. The fund offers superior sales and cash flow growth lower valuation ratios but lags in earnings growth relative to the benchmark.
2025 was sprinkled with hints that a thematic exchange-traded fund (ETF) comeback could be in its initial stages. With over $240 million in assets under management (AUM) and growing, the Procure Space ETF (UFO) could be one of those funds to watch in 2026.
Beaumont Financial Advisors LLC decreased its holdings in shares of Strategas Macro Thematic Opportunities ETF (NYSEARCA:SAMT) by 4.7% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,258,277 shares of the company's stock after selling 61,845 shares during the