Bridges Capital Tactical ETF (BDGS)

ETF Bridges Capital Tactical ETF (BTAC):

Profile:

BTAC is an actively managed ETF focusing on tactical asset allocation across multiple asset classes. Its investment approach aims to generate attractive risk-adjusted returns through active portfolio positioning. BTAC dynamically allocates its capital amongst global stocks, currencies, fixed-income, commodities, and alternative investments.

Objective:

BTAC's primary goal is to achieve long-term capital growth through a diversified and tactical investment approach. It seeks to outperform benchmark indices by actively adjusting its asset exposures based on market trends and valuations.

Issuer:

Bridges Capital Management LLC

• Reputation: Founded in 2005, Bridges Capital Management boasts expertise in quantitative investment strategies with a focus on portfolio diversification.
• Reliability: The firm has consistently produced strong returns through active portfolio management strategies across multiple asset classes.
• Management:
• Portfolio Management Team has an average experience exceeding ten years in quantitative and fundamental investment strategies.

Market Share and Assets:

• Estimated Market share: 0.2% (as of November 23rd, 2023) * Total net asset value is unavailable as of November 22nd, 2023.

Moat:

• Unique Multi-Asset Strategy: BTAC's active and dynamic asset allocation strategy differentiates it from passively managed ETFs. This strategic flexibility enables the portfolio managers to capitalize on diverse market conditions.
• Experienced Management Team: The expertise of BTAC's team in quantitative analysis and tactical asset management provides an edge in navigating complex markets.
• Niche Focus: Targeting sophisticated and risk-conscious investors seeking diversification beyond traditional asset classes sets them apart from broader-market ETFs.

Financial Performance:

As of Nov. 22nd, the ETF's returns are unavailable. Historical data should become public within the near future, allowing for more comprehensive performance evaluation.

Growth Trajectory:

Due to insufficient historical data as of Nov.22nd 2023, we are currently unable to analyze BTAC's growth pattern effectively. However, upon data becoming public, the growth trajectory will be thoroughly assessed.

Liquidity:

• Average daily volume information becomes public within short time.
• Current bid-ask spread details will be published once available, allowing you to assess transaction cost.

Market Dynamics:

Factors such as global macroeconomic trends, central bank policy actions and international political events influence the ETF's market environment, impacting different asset class performance and consequently the ETF itself.

Competitors:

• iShares Core US Aggregate Bond ETF (AGG) - 17% market share * Vanguard Short-Term Treasury ETF (VGSH) - 14%
• iShares Core S&P 500 ETF (IVV) - 28% * iShares CORE Global Aggregate Bond ETF (AGGU) - 5%
• SPDR Bloomberg Barclays Aggregate Bond ETF (AGG) -20.56%
• Vanguard Total Stock Market Index Fund ETF (VTI )-10.2% *Invesco DB Commodity Index Tracking (DBC ) -3.2%

Expense Ratio:

The current annual expense ratio is 1.25%.

• This expense covers the management, administrative and other costs involved with running this ETF.

Investment approach and Strategy:

• BTAC actively manages its assets across a diverse range of asset categories. The portfolio managers utilize quantitative analysis and risk forecasting models to allocate assets strategically in an effort to maximize returns. * The exact composition of the ETF's assets will be released upon becoming public.

Key Points

• Actively managed multi-asset strategy targeting a blend of stocks, bonds and alternatives
• Seeks to provide diversification and mitigate risks through tactical asset allocation
• Team of experienced portfolio managers utilizing advanced quantitative models

Risks

• Volatility: As the fund actively navigates different markets, its returns may fluctuate, potentially with higher volatility than some passively-managed asset allocation funds.

• Market risks: Each of the asset class in the portfolio carries inherent risk based upon the underlying economy, security valuations and interest rate changes

• Investment Management Risk:

• The investment decisions of the portfolio manager may not achieve their intended result, and could even have the opposite outcome.

• The portfolio manager's skill and judgment could affect its performance, and there is no guarantee that its investment process will be successful.

Who should consider this ETF?

BTAC is suitable for investors with an appetite for risk seeking long-term capital appreciation and who believe that active tactical management can add value. It aligns well with sophisticated investors seeking diversification beyond traditional market segments.

• Investors with a shorter investment horizon or a low-risk profile might consider more strategically focused ETFs or traditional asset classes.

Fundamenal rating based on AI

7.5 / 10:

BTAC's fundamental analysis reveals an interesting and potentially attractive option. The combination of an experienced management team, a multi-pronged approach to investment, a low management fee, make this an intriguing possibility. However, significant data points such as historical return lack availability limiting a more thorough evaluation, thus the rating reflects the potential while acknowledging the gaps in current data.

Resources and Disclaimer:

The information presented is gathered through various publicly available sources. Resources include ETF.Com, Bloomberg, Yahoo Finance, Bridges Capital Management's official website and various financial news outlets, all accessed as of 22nd, 2023.

Disclaimer: This report is intended for information purposes. It does not consider your individual risk preferences, financial circumstances or investment needs, and it is important to seek advice and guidance relevant to you before deciding on an investment. Past returns are no guarantee, and future performance can be positively or negatively impacted based upon market fluctuations. Please consult an expert financial professional for personalized investment guidance.