ATAC Launches New Credit score Rotation ETF

Michael A. Gayed, Portfolio Supervisor at Toroso Investments, is happy to announce ATAC’s new ETF, the ATAC Credit score Rotation ETF (ticker: JOJO). That is the second ETF within the ATAC Household of Tactical Rotation Funds constructed off the findings of Gayed’s award-winning analysis on traditionally confirmed main indicators to volatility.

JOJO makes use of the relative conduct of the Utilities sector to the broad inventory market to allocate offensively into excessive yield company bond ETFs or defensively into Treasuries. As outlined in his 2014 Dow Award-winning paper, “An Intermarket Method to Beta Rotation,” traditionally, Utilities lead an advance of upper common volatility for the inventory market, which, in flip, precedes credit score unfold widening environments. The ATAC Credit score Rotation ETF is designed to rotate “risk-on, and risk-off” to reap the benefits of flight to security trades in Treasuries and dislocations in excessive yield bonds once they happen. The lively and dynamic nature of the technique lends itself to the potential for month-to-month yield and whole return throughout a number of market cycles. 

“For me, each personally and professionally, this can be a main launch,” mentioned Gayed. “It is my first risk-on, risk-off bond technique, and at Toroso, we stay up for participating with monetary advisors and particular person traders who’re clamoring for a distinct strategy to their fixed-income allocations.”

There are a number of advantages related to ATAC Funds, together with portfolio diversification and an elevated potential to mitigate danger in instances of stress as a result of the funds have the power to rotate totally into Treasury bond ETFs forward of intervals of market stress and doubtlessly generate optimistic returns in each up and down situations.

JOJO is managed by Toroso Investments, LLC, an unbiased registered funding advisor. Be taught extra concerning the fund  right here. 

About Toroso Asset Administration 

Toroso Asset Administration is an funding administration firm registered with the SEC as an RIA (Registered Funding Advisor) specializing in ETF-focused analysis, funding methods, and providers designed for monetary advisors, RIAs, household places of work, and funding managers.

About Michael A. Gayed
Michael A. Gayed, CFA, is the Portfolio Supervisor of the ATAC Rotation Fund, ATAC US Rotation ETF “RORO”, and now the ATAC Credit score Rotation ETF (“JOJO”)  at Toroso Investments. Along with his market analysis courting again to 2014, he’s the co-author of 5 award-winning analysis papers on market anomalies and investing. Gayed was an lively contributor to MarketWatch and has been interviewed on CNBC, Bloomberg, and Fox Enterprise, in addition to the Wall Avenue Journal Dwell for his distinctive strategy to decoding market actions. His evaluation has additionally been featured by Marc Faber of the Gloom, Increase and Doom Report. Gayed earned his Bachelor of Science diploma with a double main in Finance & Administration at NYU Stern Faculty of Enterprise. He turned a CFA Constitution holder in 2008.

For media inquiries, contact:

Michael Gayed


The Fund’s funding targets, dangers, fees, bills and different info are described within the statutory or abstract prospectus, which have to be learn and regarded fastidiously earlier than investing. You could obtain the statutory or abstract prospectus or get hold of a tough copy by calling 855-ATACFUND or visiting Please learn the Prospectuses fastidiously earlier than you make investments.

Investing includes dangers and the potential lack of principal. As with all ETFs, Fund shares could also be purchased and bought within the secondary market at market costs. The market worth usually ought to approximate the Fund’s web asset worth per share (NAV), however the market worth typically could also be greater or decrease than the NAV. The Fund is new with a restricted working historical past.

As a result of the Fund expects to vary its publicity as ceaselessly as weekly based mostly on short-term efficiency info, the Fund’s publicity could also be affected by important market actions at or close to the tip of a short-term interval.

Debt securities are topic to the danger of an issuer’s (or different get together’s) failure or lack of ability to fulfill its obligations beneath the safety. A number of events might have obligations beneath debt safety. An issuer or borrower might fail to pay principal and curiosity when due.  The costs of mounted revenue securities could also be affected by modifications in rates of interest, the creditworthiness and monetary power of the issuer, and different components. A rise in prevailing rates of interest usually causes the worth of present mounted revenue securities to fall and sometimes has a higher affect on longer length and/or greater high quality mounted revenue securities.

Distributed by Foreside Fund Providers, LLC.

Supply: Toroso Investments