Market Leaders and Enhanced Yield: Summit Global Adds to ETF Lineup
Summit Global Investments has launched the SGI Enhanced Market Leaders ETF (LDRX), an actively managed fund focusing on market-leading companies. The ETF targets companies with strong business metrics and favorable quantitative factors while implementing SGI's Managed Risk Approach™ for risk management.
The fund aims to generate income through two sources: dividends from market-leading companies and enhanced yield via options overlay. LDRX is managed by industry veterans with over 30 years of experience in equity risk management, tactical positioning, and research.
Summit Global Investments ha lanciato il SGI Enhanced Market Leaders ETF (LDRX), un fondo gestito attivamente che si concentra su aziende leader di mercato. L'ETF mira a selezionare società con solidi indicatori aziendali e fattori quantitativi favorevoli, applicando l'approccio di gestione del rischio Managed Risk Approach™ di SGI.
Il fondo punta a generare reddito da due fonti: dividendi provenienti da aziende leader di mercato e rendimento incrementato tramite una strategia di opzioni. LDRX è gestito da veterani del settore con oltre 30 anni di esperienza nella gestione del rischio azionario, posizionamento tattico e ricerca.
Summit Global Investments ha lanzado el SGI Enhanced Market Leaders ETF (LDRX), un fondo gestionado activamente que se centra en empresas líderes del mercado. El ETF busca compañías con sólidos indicadores comerciales y factores cuantitativos favorables, aplicando el enfoque de gestión de riesgos Managed Risk Approach™ de SGI.
El fondo tiene como objetivo generar ingresos a través de dos fuentes: dividendos de empresas líderes del mercado y rendimiento mejorado mediante una estrategia de opciones. LDRX está gestionado por veteranos de la industria con más de 30 años de experiencia en gestión de riesgos de acciones, posicionamiento táctico e investigación.
Summit Global Investments는 시장 선도 기업에 중점을 둔 적극적으로 운용되는 펀드인 SGI Enhanced Market Leaders ETF (LDRX)를 출시했습니다. 이 ETF는 강력한 비즈니스 지표와 유리한 정량적 요인을 가진 기업을 목표로 하며, SGI의 Managed Risk Approach™를 적용하여 리스크 관리를 수행합니다.
이 펀드는 두 가지 수익원에서 소득을 창출하는 것을 목표로 합니다: 시장 선도 기업의 배당금과 옵션 오버레이를 통한 수익률 향상. LDRX는 30년 이상의 주식 리스크 관리, 전술적 포지셔닝 및 연구 경험을 가진 업계 베테랑들이 관리합니다.
Summit Global Investments a lancé le SGI Enhanced Market Leaders ETF (LDRX), un fonds géré activement axé sur les entreprises leaders du marché. L'ETF cible des sociétés présentant de solides indicateurs commerciaux et des facteurs quantitatifs favorables, tout en appliquant l'approche de gestion des risques Managed Risk Approach™ de SGI.
Le fonds vise à générer des revenus à partir de deux sources : les dividendes des entreprises leaders du marché et un rendement amélioré via une stratégie d'options. LDRX est géré par des experts de l'industrie disposant de plus de 30 ans d'expérience en gestion des risques actions, positionnement tactique et recherche.
Summit Global Investments hat den SGI Enhanced Market Leaders ETF (LDRX) aufgelegt, einen aktiv verwalteten Fonds mit Fokus auf marktführende Unternehmen. Der ETF zielt auf Unternehmen mit starken Geschäftskennzahlen und günstigen quantitativen Faktoren ab und setzt dabei SGIs Managed Risk Approach™ zur Risikosteuerung ein.
Der Fonds verfolgt das Ziel, Einkünfte aus zwei Quellen zu generieren: Dividenden von marktführenden Unternehmen und eine verbesserte Rendite durch eine Options-Overlay-Strategie. LDRX wird von Branchenveteranen mit über 30 Jahren Erfahrung im Aktienrisikomanagement, taktischen Positionierungen und Research verwaltet.
- Dual income generation strategy through dividends and options overlay
- Active risk management through SGI's Managed Risk Approach™
- Experienced management team with over 30 years of industry expertise
- Focus on companies with strong business metrics and favorable quantitative factors
- None.
LDRX targets "market leaders": companies with strengthening business metrics (i.e., earnings, debt, return on assets, competition, customers, industry, etc.) and favorable quantitative factors such as earnings quality, price/book, price/cash flow, etc. In addition, the Adviser applies SGI's Managed Risk Approach™ and may sell a stock if idiosyncratic risks are deemed elevated with increased downside risks and/or if the risk/return characteristics decline due to increasing risk and/or decreasing return potential.
"Investors shouldn't have to choose between market leaders to seek growth and income," says Dave Harden, CEO, Summit Global Investments, "so we set out to design a solution that could deliver both. LDRX was designed to deliver capital appreciation and income coupled with risk management—all within a single ETF."
Dual Income Generation
This active strategy aims to generate income from two complementary sources: dividends from market leading companies and from an "enhanced yield" via an options overlay.
Managers of the fund, each with over 30+ years in the investment industry, have deep expertise in equity risk management, tactical positioning, and rigorous research.
For more information: www.sgiam.com
About Summit Global Investments
Headquartered in
SGI's investment process has evolved over decades of research and continuous revisions to understand and exploit what reduces risks and drives market returns.
Return on assets: ratio that indicates a company's profitability relative to its total assets.
Price/book: ratio that measures the market's valuation of a company relative to its book value.
Price/cash flow: an equity valuation metric that indicates a company's ability to continue operating; calculated by dividing its market capitalization by free cash flow values.
The Fund's investment objectives, risks, charges, and expenses must be considered carefully before investing. The summary and statutory prospectuses contain this and other important information about the investment company and may be obtained by calling (888) 251-4847 or visit our website at sgiam.com. Read the prospectus carefully before investing.
Investing involves risk, including possible loss of principal. The Fund is a newly organized, diversified management investment company with no operating history. Securities that can be converted into common stock, such as certain securities and preferred stock, are subject to the usual risks associated with fixed income investments, such as interest rate risk and credit risk. The Fund's investments in derivative instruments including options, forward currency exchange contracts, swaps and futures, which may be leveraged, may result in losses. Investments in derivative instruments may result in losses exceeding the amounts invested. An option is a type of derivative instrument that gives the holder the right (but not the obligation) to buy (a "call") or sell (a "put") an asset in the near future at an agreed upon price prior to the expiration date of the option.
The Fund's investment performance may be affected by the investment performance of the underlying funds in which the Fund may invest. The Fund is non-diversified. Compared to other funds, the Fund may invest more of its assets in a smaller number of companies. Gains or losses on a single stock may have greater impact on the Fund.
Shares of any ETF are bought and sold at market price (not NAV), may trade at a discount or premium to NAV and are not individually redeemed from the funds. Brokerage commissions will reduce returns.
Distributed by Quasar Distributors, LLC.
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SOURCE Summit Global Investments
FAQ
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