ATTACKING THE BEHAVIOR GAP
Traditional diversification is not enough, a smoother path demands a proactive approach.
There are managers who use explicit hedges, and those who implement active stock selection. But there are few who combine the benefits of each, in an ETF wrapper. These papers describe some of the unique value these funds seek to add to a portfolio.
Capture favorable markets while dynamically managing risk, tax-efficiently
Exploiting the math that a basket of options is valued higher than options on a basket
Using hedges to more comfortably raise the domestic equity allocation of a portfolio
Using hedges to more comfortably raise the international equity allocation of a portfolio
|Ticker||Fund Name||Category||AUM ($)||Management Fee||Fact Sheet||Strategy Paper||Prospectus|
|ADME||Aptus Drawdown-Managed Equity ETF||Hedged Equity||$304319109.82||0.79%|
|DRSK||Aptus Defined Risk ETF||Fixed Income||$819161342.90||0.78%|
|ACIO||Aptus Collared Income Opportunity ETF||Equity Income||$328456773.88||0.79%|
|IDME||International Drawdown Managed Equity ETF||International Hedged Equity||$105587348.90||0.65%|