Strive’s mission to restore excellence in
corporate America continues to resonate with investors, as Strive
celebrates $500 million in AUM and launches 4 new ETFs
Strive Asset Management announced its total assets under
management surpassed $500 million on November 11, 2022, three
months after the launch of its first fund.
Strive’s index funds are nearly identical to those offered by
other large asset managers. The difference is the message Strive
delivers to the companies in which it invests. While other large
asset managers tell corporate America to pursue environment,
social, and governance (ESG) goals, Strive tells companies to focus
on value maximization alone.
“The incredible momentum we’ve generated is a testament to the
power of our message,” said Anson Frericks, Strive chief operating
officer and co-founder. “It’s also a credit to our clients, who
believe in our mission and have joined the movement to restore
excellence across corporate America.”
In response to investor demand, Strive expanded its core
portfolio solutions with the launch of four new index funds:
- Strive 1000 Dividend Growth ETF (NASDAQ: STXD) – exposure to
U.S. equities with a history of consistently growing dividends
- Strive 1000 Growth ETF (NASDAQ: STXG) – exposure to U.S.
equities that exhibit growth characteristics
- Strive 1000 Value ETF (NASDAQ: STXV) – exposure to U.S.
equities that exhibit value characteristics
- Strive 2000 ETF (NASDAQ: STXK) – exposure to small- and
mid-capitalization U.S. equities
The launch of these funds comes during Strive’s Excellence
Campaign, which began last month. The campaign identified seven
American companies with untapped potential if liberated from
ESG-imposed constraints: Amazon, Apple, Chevron, Citigroup, Disney,
ExxonMobil, and Home Depot. The campaign will culminate before
year-end when Strive selects a subset of those companies to focus
on in the 2023 proxy voting season. As part of the campaign, Strive
released the first video of its digital series “Strive Asset
Management (SAM) vs. Big Asset Manager (BAM)”. Watch the video
here.
This milestone also coincides with all seven of Strive’s
products (DRLL, STRV, SHOC, STXD, STXG, STXV, STXK) becoming
available on some of the largest 401k provider platforms in America
– broadening access of Strive’s products to investors across the
country.
Learn more at www.strivefunds.com
About Strive Asset Management
Strive is an Ohio-based asset management firm whose mission is
to restore the voices of everyday citizens in the American economy
by leading companies to focus on excellence over politics. Strive
competes directly with the world’s largest asset managers by
offering funds that advance Excellence Capitalism in boardrooms
across corporate America. The company was co-founded by Vivek
Ramaswamy and Anson Frericks in 2022. Learn more at
www.strive.com.
Investors should consider the investment objectives, risks,
charges and expenses carefully before investing. For a prospectus
or summary prospectus with this and other information about the
Fund, please call 855-427-7360 or visit our website at
www.strivefunds.com. Read the prospectus or summary prospectus
carefully before investing.
Investments involve risk. Principal loss is possible.
The principal risks of investing in DRLL include: Energy
Sector Risk. The market value of securities in the energy
sector may decline for many reasons, including, among others,
changes in energy prices, energy supply and demand, government
regulations and energy conservation efforts. Non-Diversification
Risk. Because the Fund is non-diversified, it may be more
sensitive to economic, business, political or other changes
affecting individual issuers or investments than a diversified
fund, which may result in greater fluctuation in the value of the
Fund’s Shares and greater risk of loss. Index Calculation
Risk. The Index relies on various sources of information to
assess the criteria of issuers included in the Index, including
fundamental information that may be based on assumptions and
estimates. New Fund Risk. The Fund is a recently organized
management investment company with limited operating history. As a
result, prospective investors have a limited track record or
history on which to base their investment decision.
Find DRLL’s top 10 holdings here.
The principal risks of investing in SHOC include:
Semiconductor Sector Risk. The semiconductor sector is
highly cyclical and periodically experiences significant economic
downturns characterized by diminished product demand, resulting in
production overcapacity and excess inventory, which can result in
rapid erosion of product selling prices. Technology Sector
Risk. The Fund will have exposure to companies operating in the
technology sector. Technology companies, including information
technology companies, may have limited product lines, financial
resources and/or personnel. New Fund Risk. The Fund is a
recently organized management investment company with limited
operating history. As a result, prospective investors have a
limited track record or history on which to base their investment
decision. There can be no assurance that the Fund will grow to or
maintain an economically viable size. Geopolitical/Natural
Disaster Risks. The Fund’s investments are subject to
geopolitical and natural disaster risks, such as war, terrorism,
trade disputes, political or economic dysfunction within some
nations, public health crises and related geopolitical events, as
well as environmental disasters, epidemics and/or pandemics, which
may add to instability in world economies and volatility in
markets. The impact may be short-term or may last for extended
periods. Non-Diversification Risk. Because the Fund is
non-diversified, it may be more sensitive to economic, business,
political, or other changes affecting individual issuers or
investments than a diversified fund, which may result in greater
fluctuation in the value of the Fund’s Shares and greater risk of
loss.
Find SHOC’s top 10 holdings here.
The principal risks of investing in STRV include: Large
Capitalization Companies Risk. Large-capitalization companies
may trail the returns of the overall stock market.
Large-capitalization stocks tend to go through cycles of doing
better – or worse – than the stock market in general. Equity
Investing Risk. An investment in the Fund involves risks
similar to those of investing in any fund holding equity
securities, such as market fluctuations, changes in interest rates
and perceived trends in stock prices. The values of equity
securities could decline generally or could underperform other
investments. Index Calculation Risk. The Index relies on
various sources of information to assess the criteria of issuers
included in the Index, including fundamental information that may
be based on assumptions and estimates. New Fund Risk. The
Fund is a recently organized management investment company with
limited operating history. As a result, prospective investors have
a limited track record or history on which to base their investment
decision.
Find STRV’s top 10 holdings here.
The principal risks of investing in STXD include:
Dividend-Paying Common Equity Security Risk. Investing in
dividend-paying stocks involves the risk that such stocks may fall
out of favor with investors and underperform the broader market.
Companies that issue dividend-paying stocks are not required to pay
or continue paying dividends on such stocks. It is possible that
issuers of the stocks held by the Fund will not declare dividends
in the future or will reduce or eliminate the payment of dividends
(including reducing or eliminating anticipated accelerations or
increases in the payment of dividends) in the future. Growth
Investing Risk. The Fund invests in growth securities, which
may be more volatile than other types of investments, may perform
differently than the market as a whole and may underperform when
compared to securities with different investment parameters. Under
certain market conditions, growth securities have performed better
during the later stages of economic recovery (although there is no
guarantee that they will continue to do so). Therefore, growth
securities may go in and out of favor over time.
Large-Capitalization Companies Risk. Large-capitalization
companies may trail the returns of the overall stock market.
Large-capitalization stocks tend to go through cycles of doing
better – _or worse – _than the stock market in general. These
periods have, in the past, lasted for as long as several years.
When large capitalization companies are out of favor, these
securities may lose value or may not appreciate in line with the
overall market. Mid-Capitalization Companies Risk. The
securities of mid-capitalization companies may be more vulnerable
to adverse issuer, market, political, or economic developments than
securities of larger-capitalization companies. The securities of
mid-capitalization companies generally trade in lower volumes and
are subject to greater and more unpredictable price changes than
larger capitalization stocks or the stock market as a whole. Some
mid-capitalization companies have limited product lines, markets,
and financial and managerial resources and tend to concentrate on
fewer geographical markets relative to larger capitalization
companies. Equity Investing Risk. An investment in the Fund
involves risks similar to those of investing in any fund holding
equity securities, such as market fluctuations, changes in interest
rates and perceived trends in stock prices. The values of equity
securities could decline generally or could underperform other
investments. Index Calculation Risk. The Index relies on
various sources of information to assess the criteria of issuers
included in the Index, including fundamental information that may
be based on assumptions and estimates. New Fund Risk. The
Fund is a recently organized management investment company with
limited operating history. As a result, prospective investors have
a limited track record or history on which to base their investment
decision.
Find STXD’s top 10 holdings here.
The principal risks of investing in STXG include: Large
Capitalization Companies Risk. Large-capitalization companies
may trail the returns of the overall stock market.
Large-capitalization stocks tend to go through cycles of doing
better – _or worse – _than the stock market in general.
Mid-Capitalization Companies Risk. The securities of
mid-capitalization companies may be more vulnerable to adverse
issuer, market, political, or economic developments than securities
of larger-capitalization companies. The securities of
mid-capitalization companies generally trade in lower volumes and
are subject to greater and more unpredictable price changes than
larger capitalization stocks or the stock market as a whole. Some
mid-capitalization companies have limited product lines, markets,
and financial and managerial resources and tend to concentrate on
fewer geographical markets relative to larger capitalization
companies. Growth Investing Risk. The Fund invests in growth
securities, which may be more volatile than other types of
investments, may perform differently than the market as a whole and
may underperform when compared to securities with different
investment parameters. Under certain market conditions, growth
securities have performed better during the later stages of
economic recovery (although there is no guarantee that they will
continue to do so). Therefore, growth securities may go in and out
of favor over time. Equity Investing Risk. An investment in
the Fund involves risks similar to those of investing in any fund
holding equity securities, such as market fluctuations, changes in
interest rates and perceived trends in stock prices. The values of
equity securities could decline generally or could underperform
other investments. Index Calculation Risk. The Index relies
on various sources of information to assess the criteria of issuers
included in the Index, including fundamental information that may
be based on assumptions and estimates. New Fund Risk. The
Fund is a recently organized management investment company with
limited operating history. As a result, prospective investors have
a limited track record or history on which to base their investment
decision.
Find STXG’s top 10 holdings here.
The principal risks of investing in STXK include:
Small-Capitalization Companies Risk. The securities of
small-capitalization companies may be more vulnerable to adverse
issuer, market, political, or economic developments than securities
of large- or mid-capitalization companies. The securities of
small-capitalization companies generally trade in lower volumes and
are subject to greater and more unpredictable price changes than
large- or mid-capitalization stocks or the stock market as a whole.
There is typically less publicly available information concerning
smaller-capitalization companies than for larger, more established
companies. Mid-Capitalization Companies Risk. The securities
of mid-capitalization companies may be more vulnerable to adverse
issuer, market, political, or economic developments than securities
of larger-capitalization companies. The securities of
mid-capitalization companies generally trade in lower volumes and
are subject to greater and more unpredictable price changes than
larger capitalization stocks or the stock market as a whole. Some
mid-capitalization companies have limited product lines, markets,
and financial and managerial resources and tend to concentrate on
fewer geographical markets relative to larger capitalization
companies. Equity Investing Risk. An investment in the Fund
involves risks similar to those of investing in any fund holding
equity securities, such as market fluctuations, changes in interest
rates and perceived trends in stock prices. The values of equity
securities could decline generally or could underperform other
investments. Index Calculation Risk. The Index relies on
various sources of information to assess the criteria of issuers
included in the Index, including fundamental information that may
be based on assumptions and estimates. New Fund Risk. The
Fund is a recently organized management investment company with
limited operating history. As a result, prospective investors have
a limited track record or history on which to base their investment
decision.
Find STXK’s top 10 holdings here.
The principal risks of investing in STXV include: Large
Capitalization Companies Risk. Large-capitalization companies
may trail the returns of the overall stock market.
Large-capitalization stocks tend to go through cycles of doing
better – _or worse – _than the stock market in general.
Mid-Capitalization Companies Risk. The securities of
mid-capitalization companies may be more vulnerable to adverse
issuer, market, political, or economic developments than securities
of larger-capitalization companies. The securities of
mid-capitalization companies generally trade in lower volumes and
are subject to greater and more unpredictable price changes than
larger capitalization stocks or the stock market as a whole. Some
mid-capitalization companies have limited product lines, markets,
and financial and managerial resources and tend to concentrate on
fewer geographical markets relative to larger capitalization
companies. Value Investing Risk. Securities issued by
companies that may be perceived as undervalued may fail to
appreciate for long periods of time and may never realize their
full potential value. Value securities have generally performed
better than non-value securities during periods of economic
recovery (although there is no assurance that they will continue to
do so). Value securities may go in and out of favor over time.
Equity Investing Risk. An investment in the Fund involves
risks similar to those of investing in any fund holding equity
securities, such as market fluctuations, changes in interest rates
and perceived trends in stock prices. The values of equity
securities could decline generally or could underperform other
investments. Index Calculation Risk. The Index relies on
various sources of information to assess the criteria of issuers
included in the Index, including fundamental information that may
be based on assumptions and estimates. New Fund Risk. The
Fund is a recently organized management investment company with
limited operating history. As a result, prospective investors have
a limited track record or history on which to base their investment
decision.
Find STXV’s top 10 holdings here.
The Strive ETFs are distributed by Quasar Distributors, LLC.
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version on businesswire.com: https://www.businesswire.com/news/home/20221115005295/en/
Elizabeth Aucamp elizabeth@javelindc.com
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