Discussion Highlights
- Why these two ETFs make a perfect pairing
- The benefits of their flexible investment strategies
- Staying true to quality amid a low-quality rally
- Defining disruptive
- Navigating high valuations with discipline
- Positioning in AI and innovation stocks
DUNK
DIVE
DUNK
David Weinstein
Lead Portfolio Manager
Unconstrained Equity ETF
Dana Unconstrained Equity ETF (DUNK)
The Fund is an actively-managed exchange-traded fund (“ETF”) that invests primarily in the equity securities of U.S. listed companies that the Fund’s investment sub-adviser, Dana Investment Advisors, Inc. (the “Sub-Adviser”), determines are engaged in or appear poised to benefit from disruptive technologies.
DIVE
Mike Alkhazov
Lead Portfolio Manager
Concentrated Dividend ETF
Dana Concentrated Dividend ETF (DIVE)
The Fund is an actively-managed exchange-traded fund (“ETF”) that seeks to provide long-term capital appreciation and income by investing in a diversified portfolio of approximately 25 to 35 primarily dividend-paying equity securities.
FOR MORE INFORMATION VISIT: danaetfs.com
FOR INSTITUTIONAL USE ONLY
Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please call (866) 991-5811 or visit our website at WWW.DANAETFS.COM. Read the prospectus or summary prospectus carefully before investing.
Investing involves risk. Principal loss is possible.
Important Information for DUNK & DIVE:
Models and Data Risk. The Sub-Adviser’s evaluation of potential Fund portfolio holdings is heavily dependent on proprietary supplied by third parties (Models and Data).
Foreign Securities Risk. Foreign securities held by the Fund involve certain risks not involved in domestic investments and may experience more rapid and extreme changes in value than investments in securities of U.S. companies.
Emerging Markets Risk. The Fund may invest in securities issued by companies domiciled or headquartered in emerging market
nations.
High Portfolio Turnover Risk. The Fund may actively and frequently trade all or a significant portion of the securities in its portfolio.
New Fund Risk. The Fund is a recently organized management investment company with no operating history. As a result, prospective investors do not have a track record or history on which to base their investment decisions.
Non-Diversification Risk. Because the Fund is “non-diversified,” it may invest a greater percentage of its assets in the securities of a single issuer or a smaller number of issuers than if it was a diversified fund.
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