The Emles Real Estate Credit ETF (REC) aims to provide income through exposure to bonds issued by real estate companies.
The Emles @Home ETF (LIV) provides investors access to high-quality companies that potentially stand to benefit from this structural shift towards a home-based lifestyle.
The Emles Federal Contractors ETF (FEDX) aims to provide investors with exposure to companies that potentially stand to benefit from the perceived stability of federal contracts with the U.S. government, particularly in periods of economic uncertainty.
The Emles Luxury Goods ETF (LUXE) invests in a portfolio of global companies that offer luxury goods across accessories, alcohol, apparel, athleisure, beauty, home, and vehicles.
The Emles Made in America ETF (AMER) provides investors exposure to companies that potentially stand to benefit from deglobalization and increased manufacturing domestically.
The Emles Alpha Opportunities ETF (EOPS) is an equity long/short strategy that combines deep value investing and catalyst trading. The fund invests primarily across value stocks of “old economy” sectors but has the flexibility to use options, indices, and other transparent and liquid instruments to help generate alpha and mitigate risk.
Hortz: With such a variety of specialized and targeted investment opportunities that you offer, how do you recommend advisors and RIAs work with you and integrate your investment approach and vehicles into their client portfolios?
Hammond: Understanding the client’s investment philosophy/goals and knowing the available products that match up are two key areas for success. Our products provide solutions in equity, fixed income, and alternatives, from growth-type portfolios to deep value – contrarian viewpoints expressed in the ETF wrapper. But the use case can really vary from product to product.
As examples, our Emles Alpha Opportunities ETF is maybe somewhat unique in the sense that it could be a core value allocation or could be utilized as a satellite allocation to alternatives with the fund’s ability to go short and to use options. The Luxury Goods ETF could be used as an allocation to a sector such as Consumer Discretionary, to name but a few.
We are always happy to sit down and talk in-depth about the portfolios and how they could benefit an investor’s portfolio. Combined with our team’s skills in the ETF capital markets space to provide insight on how to trade the ETFs most efficiently, we hope to offer clients the knowledge and expertise across our platform to ensure that their trading and investing experience is a positive one.
Hortz: Any other thoughts and recommendations for advisors on the best ways to utilize ETFs going into 2022?
Hammond: We spoke about diversification earlier, and it is one of the key components for this year or any year. There is a large range of ETFs out there that cater to almost every slice of the market that you can imagine. But we think about the growth of ETF model portfolios. For us at Emles, we think there is a balance to be struck between the larger, more established issuers with low cost and core beta products that seek to enhance return and reduce risk relative to an index, and the newer, more innovative issuers that are seeking to create new solutions in the thematic space and allowing investors to express their conviction through sector type products.