BTAL ISSUER

The AGFiQ U.S. Market Neutral Anti-Beta Fund (BTAL) is an innovative exchange-traded fund designed to provide investors with a unique approach to market-neutral investing. Established to achieve its investment objective by primarily investing in long positions in low beta U.S. equities and short positions in high beta U.S. equities on a dollar-neutral basis within sectors, BTAL constructs a portfolio that aims to capture the performance difference between its long and short positions

BTAL DIVIDEND

The Cambria Tail Risk ETF (BTAL) is designed to provide investors with protection during market downturns by implementing a systematic trend-following strategy. While dividend distribution is not its primary focus, BTAL's approach may influence its dividend eligibility and distribution. The ETF typically holds positions in the S&P Developed Ex-U.S. LargeCap Index and 3-Month US Treasury bills, depending on market conditions determined by indicators like the Equity Indicator, 50/50 Indicator, T-Bill Indicator, and Special Indicator. Investors should be aware that the fund's dividend policies are influenced by these dynamic factors, and dividend payments may vary as a result.

BTAL TRACKING

The Alternative Sources BTAL ETF seeks to achieve its investment objective by primarily investing in long positions in low beta U.S. equities and short positions in high beta U.S. equities within various sectors. It constructs a dollar-neutral portfolio of these positions, aiming to profit from the difference in returns between long and short positions. The ETF tracks the Dow Jones U.S. Thematic Market Neutral Low Beta Index, which selects securities with the lowest betas within each sector as long positions and those with the highest betas as short positions. This strategy allows BTAL to provide exposure to low beta stocks while actively managing its portfolio to minimize risk and optimize returns.

BTAL CORRELATION

The correlation aspect of the AGFiQ U.S. Market Neutral Anti-Beta ETF (BTAL) is essential for understanding its investment strategy. BTAL aims to invest primarily in low beta U.S. equities while shorting high beta U.S. equities within sectors. This dollar-neutral approach relies on maintaining a balance between long and short positions in the constituent securities of the Dow Jones U.S. Thematic Market Neutral Low Beta Index. The performance of BTAL is dependent on the difference in returns between its long and short positions, making its correlation with the broader market a key factor in its performance evaluation. Investors can utilize BTAL's correlation data to gauge its effectiveness as a risk management and diversification tool within their portfolios.

BTAL SECTOR

The Alternative Sources ETF (BTAL) primarily focuses on achieving its investment objective by investing in long positions in low beta U.S. equities and short positions in high beta U.S. equities on a dollar-neutral basis within sectors. The fund constructs a dollar-neutral portfolio of long and short positions of U.S. equities based on the constituent securities of the Dow Jones U.S. Thematic Market Neutral Low Beta Index. The performance of BTAL depends on the difference in the rates of return between its long and short positions. This strategy aims to provide investors with a unique approach to managing risk and generating returns, making it suitable for those seeking a more balanced investment approach in the U.S. equity market.

BTAL EXPOSURE

The exposure characteristic of the Alpha Architect U.S. Quantitative Defensive ETF (BTAL) revolves around a market-neutral strategy that focuses on low-beta U.S. equities while simultaneously shorting high-beta U.S. equities across various sectors. BTAL constructs a dollar-neutral portfolio by investing primarily in the constituent securities of the Dow Jones U.S. Thematic Market Neutral Low Beta Index. This actively-managed ETF aims to generate returns based on the performance difference between its long and short positions, effectively providing investors with a strategy that seeks to mitigate market volatility.

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