Investing to Support Your Policy Preferences, not Larry Fink’s:
The companies and investment vehicles listed below have been recommended to us as being aligned with the interests of FEP and our allies, and on that basis we offer them here to you. FEP does not offer investment advice of any kind.
iUSA ETF: The Amberwave Invest USA JSG Fund (Ticker: iUSA)
Amberwave Partners is an asset manager founded by three investment professionals who served as senior officials at the Treasury Department in the Trump Administration. Amberwave’s first investment product is the iUSA ETF, which focuses on investing in U.S. jobs, security & growth – JSG, not ESG. iUSA seeks to provide consistent risk-adjusted outperformance by isolating outperformance linked to JSG while approximating the portfolio diversification of the S&P 500. Amberwave believes that companies that invest in their U.S. workforce, secure their supply chains, and contribute to broad-based economic growth in the United States will outperform their peers over time, as well as help forge a better America. iUSA trades on the New York Stock Exchange under the ticker “IUSA” and is available for purchase through any brokerage account.
For more information, please visit Amberwave’s website or email [email protected].
American Conservate Values ETF (Ticker: ACVF)
Simply put, we seek to boycott as many companies hostile to conservative values as possible without sacrificing performance. The American Conservative Values ETF (ACVF) is based on the conviction that politically active companies negatively impact their shareholder returns, as well as support issues and causes which conflict with our conservative political ideals, beliefs and values. For more information please visit their website.
Society Defended ETF (Ticker: EGIS)
The 2VA EGIS fund’s objective is to generate long-term total return—investing solely in companies that do not directly or indirectly oppose 2nd Amendment rights, border security or support for law enforcement. These are the large- and mid-cap companies that the Equity income strategy of our well-known sub-adviser Laffer-Tengler Investments believes will be the most profitable, and have scores reflecting that they don’t oppose 2nd Amendment rights or seek to undermine a Civil and Safe Society.
Inspire Investing ETFs
“Inspire Investing is a leading provider of biblically responsible, faith-based investments and creator of the globally recognized Inspire Impact Score™, which investors worldwide use to measure the biblical alignment of their investments. Inspire also actively works to amplify the voice of the Christian investor in corporate boardrooms through its comprehensive shareholder advocacy program by engaging with companies, filing shareholder resolutions, and casting proxy votes.
Inspire also donates 50% or more of its net corporate profits to support impactful ministry projects around the globe through its Give50 Program. To learn more about the Give50 program and to see the potential kingdom impact your investments could make, please visit www.inspireinvesting.com/give50.
Inspire Investing is the world’s largest faith-based ETF provider, offering eight faith-based ETFs.
Visit inspireinvesting.com and inspireetf.com to learn more about Inspire’s biblically responsible investment products and inspiring impact projects.
Advisory Services are offered through Inspire Investing, LLC, a Registered Investment Adviser with the SEC.”
Strive Funds
Our Foundation
We live by a strict commitment to shareholder primacy – an unwavering mandate that the purpose of a for-profit corporation is to maximize long-run value to investors.
Stakeholders Over Shareholders?
Shareholder capitalism has outperformed stakeholder capitalism by over 3% annually for the past 35+ years.1 Despite this fact, asset managers have shifted away from prioritizing shareholders and used their clients’ capital to advance other stakeholders’ interests. We view this as a major fiduciary breach.
Bridging the Fiduciary Gap
Our sole obligation is to the financial interests of our clients. We unapologetically prioritize shareholders over other stakeholders.
Strive U.S. Energy ETF (Ticker: DRLL)
Fund Objective
DRLL is a passively managed exchange traded fund (ETF) that seeks broad market exposure to the U.S. energy sector. Energy sub-sectors available for inclusion in the index include crude petroleum, natural gas, bituminous coal, hydroelectric power, nuclear electric power, solar, wind, geothermal, biomass and related services up and down the US energy supply chain.
Fund Description
DRLL offers concentrated exposure to the U.S. energy sector through a cost efficient index product. Through Corporate Governance practices, including voting proxy shares and proactively engaging with management teams and boards, Strive aims to unlock value in the U.S. energy sector by mandating companies to focus on excellence.
Strive U.S. Semiconductor ETF (Ticker: SHOC)
Fund Objective
SHOC is a passively managed exchange traded fund (ETF) that seeks broad market exposure to the U.S. semiconductor sector.
Fund Description
SHOC offers concentrated exposure to the U.S. semiconductor sector through a cost efficient index product. Through Corporate Governance practices, including voting proxy shares and proactively engaging with management teams and boards, Strive aims to unlock value in the U.S. semiconductor sector by mandating companies to focus on excellence.
Strive Emerging Markets Ex-China ETF (Ticker: STXE)
STXE offers exposure to emerging markets without China risk through a cost efficient index product. Through Corporate Governance practices, including voting proxy shares and proactively engaging with management teams and boards, Strive aims to unlock value across all corporations in STXE’s portfolio by mandating companies to focus on excellence.
Strive 1000 Growth ETF (Ticker: STXG)
Fund Objective
STXG is a passively managed exchange traded fund (ETF) that seeks exposure to U.S. equities that exhibit growth characteristics.
Fund Description
STXG offers exposure to large and mid-capitalization U.S. corporations that exhibit growth characteristics through a cost-efficient index product. Through Corporate Governance practices, including voting proxy shares and proactively engaging with management teams and boards, Strive aims to unlock value across all corporations in STXG’s portfolio by mandating companies to focus on excellence.
Strive 1000 Value ETF (Ticker: STXV)
Fund Objective
STXV is a passively managed exchange traded fund (ETF) that seeks exposure to U.S. equities that exhibit value characteristics.
Fund Description
STXV offers exposure to large and mid-capitalization U.S. corporations that exhibit value characteristics through a cost-efficient index product. Through Corporate Governance practices, including voting proxy shares and proactively engaging with management teams and boards, Strive aims to unlock value across all corporations in STXV’s portfolio by mandating companies to focus on excellence.
Strive 1000 Dividend Growth ETF (Ticker: STXD)
Fund Objective
STXD is a passively managed exchange traded fund (ETF) that seeks exposure to U.S. equities with a history of consistently growing dividends.
Fund Description
STXD offers exposure to U.S. corporations that have a five-year track record of growing dividends while maintaining a dividend growth rate greater than the benchmark through a cost-efficient index product. Through Corporate Governance practices, including voting proxy shares and proactively engaging with management teams and boards, Strive aims to unlock value across all corporations in STXD’s portfolio by mandating companies to focus on excellence.
Strive Small-Cap ETF (Ticker: STXK)
Fund Objective
The Strive Small-Cap ETF (STXK) is a passively managed exchange traded fund (ETF) that seeks exposure to the smallest 600 corporations by market capitalization of the Bloomberg US 1500 Index.
Fund Description
STXK offers exposure to small-capitalization U.S. corporations through a cost-efficient index product. Through Corporate Governance practices, including voting proxy shares and proactively engaging with management teams and boards, Strive aims to unlock value across all corporations in STXK’s portfolio by mandating companies to focus on excellence.
Strive 500 ETF (Ticker: STRV)
Fund Objective
STRV is a passively managed exchange traded fund (ETF) that seeks broad market exposure to 500 of the largest U.S. publicly traded stocks.
Fund Description
STRV offers concentrated exposure to U.S. large capitalization corporations through a cost efficient index product. Through Corporate Governance practices, including voting proxy shares and proactively engaging with management teams and boards, Strive aims to unlock value across all corporations in STRV’s portfolio by mandating companies to focus on excellence.
Sovereign’s Capital Flourish Fund ETF (SOVF)
Sovereign’s Capital was founded with a vision to transform faith-driven investing beyond negative screening. In the Sovereign’s Capital Flourish Fund ETF (SOVF) We invest in companies with faith-driven CEOs who have exceptional corporate cultures that seek outperformance and enable their employees to flourish. No person or company is perfect, but we look for cultures that seek to put employees first as demonstrated by a servant leadership orientation, a core value of treating others the way they want to be treated, above market HR benefits, and/or counselors on staff.
We do not believe there is a trade-off between caring for employees and generating financial returns for shareholders, in fact, we think that the inputs of team and culture drive the outputs of revenue growth and margin expansion. We believe that culture is the greatest competitive advantage in business, and that companies that have the strongest cultures will attract and retain some of the best talent in the marketplace. We think that a company that has better than average talent will outperform its peers over the medium term. We believe it all starts with employees, and that if a company focuses on serving employees well, employees will serve customers well, and customer satisfaction will deliver results for shareholders.
Sovereign’s Capital Management was founded in 2012 and offers investment funds across the following asset classes: Public Equity, Private Equity, Venture Capital, Real Estate, and Fund of Funds. Visit us at www.SCETFs.com to learn more.
Academy Veteran Impact ETF (Ticker: VETZ)
Academy Asset Management (AAM) is a disabled veteran-owned institutional fixed-income asset manager that mentors, hires, and trains military veterans for meaningful careers in finance. The firm is owned and operated by veterans and targets at least 50% veteran staffing. In August, AAM launched the Academy Veteran Impact ETF (Ticker: VETZ), which invests in loans to U.S. service members, military veterans, their survivors, and veteran-owned businesses. The underlying securities are high quality, and most are U.S. government agency-backed. To learn more, visit academyetfs.com.
Strive Total Return Bond ETF (Ticker: STXT)
Fund objective
The Strive Total Return Bond ETF (STXT) seeks to maximize total return.
Fund description
STXT offers actively managed core fixed income exposure benchmarked to the Bloomberg US Aggregate Bond Index with a tactical allocation to structured credit and high-yield corporates. Strive aims to unlock value through an unwavering commitment to shareholder capitalism with sector allocation and security selection solely based on credit risk and asset price. We do not consider non-pecuniary factors in investment analysis decisions.
Strive Enhanced Income Short Maturity ETF (Ticker: BUXX)
Fund objective
The Strive Enhanced Income Short Maturity ETF (BUXX) seeks to provide current income while aiming to minimize price volatility and maintain portfolio liquidity.
Fund description
BUXX offers exposure to short-term investment grade assets in structured credit and investment grade corporate sectors to provide durable enhanced yield and outperformance over a full market cycle. Strive aims to unlock value through an unwavering commitment to shareholder capitalism with sector allocation and security selection solely based on credit risk and asset price. We do not consider non-pecuniary factors in investment analysis decisions.
Tuttle Capital Management ETFs
Tuttle Capital Management (TCM) is a leading provider of pro-fiduciary investments that puts profit over politics. TCM “look[s] at all methodologies and market dynamics, using forward-looking due diligence to combine methodologies and timeframes to achieve the best results.” Its strategy focuses on companies that are politically neutral and is based on research that companies that stay out of politics perform better than those that don’t.
To learn more about TCM’s investment products and approach, visit https://tuttlecap.com.
You can also sign-up for TCM’s daily newsletter, The Woke Street Journal, here.
If you run or are aware of investment funds that should be added to this list, please contact FEP.