AZTLAN Equity Management launches the AZTLAN Global Stock Selection DM SMID ETF (ticker: AZTD)
18 Agosto 2022 - 8:00AM
AZTLAN Equity Management, LLC (AZTLAN), an independent investment
management firm specializing in global small and mid-cap (SMID)
equity strategies, in partnership with Tidal ETF Services, LLC
(Tidal), launches the AZTLAN Global Stock Selection DM SMID ETF
(NYSE: AZTD). The passively managed fund seeks to track the
performance, before fees and expenses, of the Solactive Aztlan
Global Developed Markets SMID Cap Index.
“Given the wide range of broad-based products
available to investors, we found it timely to launch an Exchange
Traded Fund that is highly concentrated and focused on
fundamentals. We believe investors are in need of differentiated
products and AZTLAN prides itself on its deep knowledge and
experience in the SMID cap space,” says Alejandro Garza, AZTLAN’s
Founder and Portfolio Manager.
The Index starts with a universe of securities
from three developed markets (North America, Western Europe, and
Asia) and nine sectors (Materials, Industrials, Consumer
Discretionary, Consumer Staples, Health Care (excluding
pharmaceutical industry or sub-sector), Financials, Information
Technology, Communication Services, and Utilities). It then equally
weights six factors (value, cashflow, capital structure, growth,
earning per share (“EPS”) revisions, and price momentum), resulting
in a portfolio of 27 securities of the top ranked companies within
each of the three regions and nine sectors noted above. The Index
is rebalanced monthly and is expected to have a high portfolio
turnover rate.
“Tidal is honored to partner with the team at
AZTLAN and exited to bring such a unique product to market. We’re
looking forward to not only launching such an interesting fund, but
growing it over the next several months and years,” says Eric
Falkeis, Chief Growth Officer at Tidal.
This fund will leverage AZTLAN’s developed
markets and small and mid-cap expertise while offering daily
liquidity and transparency at an attractive fee. For more
information visit aztlanetfs.com.
About AZTLAN
AZTLAN Equity Management, LLC is an independent
investment adviser specializing in global small and midcap equity
strategies. AZTLAN was founded in 2016 in Mclean, VA, and is an
exempt reporting adviser registered with the SEC; the firm also has
presence in Monterrey Mexico, and Hong Kong. AZTLAN manages
individual funds as well as separately managed accounts across two
discrete strategies: Developed Markets (DM) and Emerging and
Frontier (EMF).
About Tidal ETF Services
Formed by ETF industry pioneers and thought
leaders, Tidal ETF Services, LLC sets out to thoughtfully disrupt
the way ETFs have historically been developed, launched, marketed,
and sold. With a focus on helping ETF issuers, Tidal offers a
comprehensive suite of services, proprietary tools, and
methodologies designed to bring lasting ideas to market. We are
advocates for ETF innovation on a mission to help issuers
efficiently and effectively launch their ETFs and optimize their
growth potential in a highly competitive space. Learn more at
tidaletfservices.com.
IMPORTANT INFORMATION
Investing in securities involves risk and there is no guarantee
of principal.
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 (800) 886-4107 or
visit our website at www.aztlanetfs.com Read
the prospectus or summary prospectus carefully before
investing.
Foreign Securities Risk. The Fund invests in
foreign market securities which involves certain risks such as
currency volatility, political and social instability, and reduced
market liquidity. Mid and Small Capitalization Stock
Risk. The value of mid and small capitalization company
stocks or ETFs that invest in stocks of mid and small
capitalization companies may be subject to more abrupt or erratic
market movements. Concentrated Portfolio Risk. The
Fund will be concentrated in a limited number of securities, and
therefore, may be more volatile and have a greater risk of loss
than broadly diversified funds. High Portfolio Turnover
Risk. A high portfolio turnover rate increases transaction
costs, which may increase the Fund’s expenses, increase brokerage
costs, and may cause higher net taxable gains for shareholders.
Passive Management Risk. The Fund is passively
managed and attempts to mirror the composition and performance of
the Solactive Aztlan Global Developed Markets SMID Cap Index.
New Fund Risk. The Fund is a new ETF and has only
recently commenced operations.
Shares of any ETF are bought and sold at market price (not NAV)
and may trade at a discount or premium to NAV. Shares are not
individually redeemable from the Fund and may be only be acquired
or redeemed from the fund in creation units. Brokerage commissions
will reduce returns.
Solactive Aztlan Global Developed Markets SMID
Cap Index: Representation of securities from the developed markets
small and mid cap segment, selected based on a combination of
equity risk factors. The INDEX is calculated as a price return, net
total return, and gross total return Index
Distributed by Foreside Fund Services, LLC.
Media Contact
Alejandro Garza
Alejandro.garza@aztlanequities.com
Tidal ETF Trust (NYSE:AZTD)
Gráfica de Acción Histórica
De Mar 2024 a Abr 2024
Tidal ETF Trust (NYSE:AZTD)
Gráfica de Acción Histórica
De Abr 2023 a Abr 2024