WEST PALM BEACH, Fla., July 07, 2021 (GLOBE NEWSWIRE) — ZEGA Monetary, a registered funding adviser and funding supervisor identified for serving to traders efficiently navigate unstable and unsure markets via modern hedging methods, right now introduced the launch of the ZEGA Purchase and Hedge ETF (ticker: ZHDG). The ETF is designed to offer broad U.S. fairness large-cap market publicity whereas looking for to restrict draw back threat within the occasion of a cloth market correction. ZHDG seeks to seize upside market motion to offer long-term capital appreciation whereas aiming to restrict fairness losses in any 12-month interval.
“Buyers need to profit from the market’s upside however worry extreme market downturns. Bonds have gotten much less and fewer of an answer for threat mitigation with charges close to all-time lows and inflation on the rise,” stated Jay Pestrichelli, Co-Founder and CEO, ZEGA Monetary, and co-author of the guide, “Purchase and Hedge, the 5 Iron Guidelines for Investing Over the Lengthy Time period.”
“The ZEGA Purchase and Hedge ETF is a progressive core holding for traders looking for fairness development whereas aiming to mitigate general market draw back. It features like a standard 60/40 portfolio with out dropping doubtlessly vital durations of market participation,” stated Mr. Pestrichelli.
The ZHDG portfolio invests in index-based fairness choices and yield-producing property. The portion of the portfolio invested in fairness choices offers long-term publicity to the fairness markets, looking for upside potential whereas mitigating draw back threat. The portion of the portfolio invested for earnings seeks money era to assist buy the fairness choices.
The ZEGA group has a 10-year purchase and hedge technique observe file with experience in utilizing choices to form the risk-reward profiles of its methods.
ZEGA Monetary partnered with the group at Tidal ETF Services to deliver ZHDG to market.
ABOUT ZEGA Monetary
Based in 2011, ZEGA Monetary is an SEC-registered funding adviser and funding supervisor that focuses on derivatives. The agency leverages expertise, knowledge, expertise, and proprietary methods to craft services and products for advisors and particular person traders. ZEGA Monetary helps traders efficiently navigate unstable and unsure markets via modern hedging methods. The agency’s founding ideas grew out of the bestselling guide co-authored by Jay Pestrichelli, ZEGA’s CEO and Co-Founder, entitled “Purchase and Hedge, the 5 Iron Guidelines for Investing Over the Lengthy Time period.” His guide highlights bridge the sophisticated nature of choices investing with the wants of the on a regular basis investor. ZEGA is the sub-adviser for the ZEGA Purchase and Hedge ETF.
For extra info, go to https://zegaetfs.com/
ABOUT TIDAL ETF SERVICES
Shaped by ETF trade pioneers and thought leaders, Tidal is a boutique multi-manager ETF platform whose mission is to disrupt the way in which ETFs have traditionally been developed, launched, marketed and offered. With a clear, partnership strategy, Tidal provides a complete suite of providers, proprietary instruments, and methodologies designed to deliver lasting concepts to market. As advocates for ETF innovation, Tidal helps establishments and RIAs launch attention-grabbing and viable ETFs. For extra info, go to tidaletfservices.com.
Buyers ought to contemplate the funding targets, dangers, fees and bills fastidiously earlier than investing. For a prospectus or abstract prospectus with this and different details about the Fund, please name (833) 415-4006 or go to our web site at www.zegaetfs.com. Learn the prospectus or abstract prospectus fastidiously earlier than investing.
Fairness Market Threat. The fairness securities underlying the Fund’s possibility investments might expertise sudden, unpredictable drops in worth or lengthy durations of decline in worth.
Derivatives Threat. The Fund invests in choices, that are a type of by-product funding. Derivatives have dangers, together with the imperfect correlation between the worth of such devices and the underlying property or index; the lack of principal, together with the potential lack of quantities larger than the preliminary quantity invested within the by-product instrument; and illiquidity of the by-product investments. The derivatives utilized by the Fund might give rise to a type of leverage. Leverage magnifies the potential for acquire and the danger of loss.
As with all ETFs, Shares could also be purchased and offered within the secondary market at market costs. Though it’s anticipated that the market value of Shares will approximate the Fund’s NAV, there could also be occasions when the market value of Shares is greater than the NAV intra-day (premium) or lower than the NAV intra-day (low cost) because of provide and demand of Shares or during times of market volatility.
The Fund might put money into mounted earnings securities immediately or via ETFs or different funding firms. Fastened earnings securities are topic to rate of interest threat (mentioned additional herein), name threat, prepayment and extension threat, credit score threat (mentioned additional herein), and liquidity threat. Rates of interest might go up leading to a lower within the worth of the mounted earnings securities held by the Fund. Credit score threat is the danger that an issuer won’t make well timed funds of principal and curiosity. As a result of the Fund is “non-diversified,” it might make investments a larger proportion of its property within the securities of a single issuer or a smaller variety of issuers than if it was a diversified fund. Consequently, a decline within the worth of an funding in a single issuer or a smaller variety of issuers may trigger the Fund’s general worth to say no to a larger diploma than if the Fund held a extra diversified portfolio.
New Fund Threat. The Fund is a not too long ago organized administration funding firm with no working historical past.
Distributed by Foreside Fund Providers, LLC
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