Calamos Antetokounmpo Global Sustainable Equities ETF (SROI)

Overview

The Calamos Antetokounmpo Global Sustainable Equities ETF (SROI) seeks long-term capital appreciation by investing in global equities that demonstrate sustainable business practices. It focuses on companies with strong environmental, social, and governance (ESG) profiles.

Reputation and Reliability

Calamos Investments has a long history in asset management, known for its expertise in various investment strategies. They are generally considered reliable.

Management Expertise

Calamos Investments has experienced portfolio managers and analysts specializing in sustainable investing.

Goal

To achieve long-term capital appreciation by investing in a portfolio of global equities focused on sustainability.

Investment Approach and Strategy

Strategy: The ETF employs an active investment strategy, selecting securities based on sustainability and financial metrics rather than tracking a specific index.

Composition The ETF primarily holds global equities, focusing on companies with strong ESG characteristics. It may also hold cash or other short-term investments.

Market Share: Data on the specific market share of SROI is limited due to its relatively recent inception.

Total Net Assets (AUM): 3460000

Key Competitors

• ESGU
• SUSG
• VSGX
• CRBN

Competitive Landscape

The sustainable equities ETF market is highly competitive, with many established players. SROI faces competition from larger, more established ETFs with greater AUM. SROI's active management approach and specific focus on sustainable companies may differentiate it, but it needs to demonstrate strong performance to gain market share. Larger competitors have the advantage of lower expense ratios due to economies of scale. SROI is actively managed whereas some competitors such as VSGX follow a more passive approach.

Historical Performance: Historical performance data is limited due to the ETF's relatively recent inception. Investors should review the fund's fact sheet and prospectus for the most up-to-date performance information.

Benchmark Comparison: A suitable benchmark would be a global equity index with an ESG focus, but direct comparison requires analyzing returns relative to risk.

Expense Ratio: 0.74

Average Trading Volume

The ETF's average trading volume is moderate, suggesting adequate liquidity for typical investors.

Bid-Ask Spread

The bid-ask spread varies depending on market conditions but should be monitored to minimize trading costs.

Market Environment Factors

Growing investor interest in sustainable investing, global economic conditions, and sector-specific growth prospects influence SROI's performance.

Growth Trajectory

SROI's growth trajectory depends on its ability to attract assets by delivering competitive returns and demonstrating its commitment to sustainable investing.

Competitive Edge

SROIu2019s competitive edge stems from its active management approach focusing on identifying global companies that demonstrate a commitment to sustainable business practices, potentially leading to long-term growth. This unique approach distinguishes it from purely passive ESG ETFs. The ETF's association with Giannis Antetokounmpo, a prominent figure, also potentially enhances its visibility and appeal to a broader investor base. Calamosu2019 expertise in active management further contributes to the ETF's ability to navigate market fluctuations and identify unique investment opportunities within the sustainable equities sector.

Volatility

Volatility is dependent on the underlying equity holdings and global market conditions. Investors should review the ETF's risk metrics.

Market Risk

Market risk is inherent in equity investments. Specific risks include sector concentration and global economic fluctuations.

Ideal Investor Profile

The ideal investor is one seeking long-term capital appreciation, is interested in sustainable investing, and is comfortable with the risks associated with global equities.

Market Risk

SROI may be suitable for long-term investors seeking exposure to sustainable global equities and who are comfortable with active management.

The Calamos Antetokounmpo Global Sustainable Equities ETF aims for long-term capital appreciation by investing in global companies with strong ESG profiles. It utilizes an active management approach, differentiating it from passive ESG ETFs. While its relatively new status means limited historical data, it offers a sustainable investing option with a focus on both financial performance and environmental and social responsibility. Investors should consider their risk tolerance and investment goals when evaluating SROI.

Data Sources:

• Calamos Investments website
• ETF.com
• Morningstar
• SEC Filings

Disclaimers:

The information provided is for informational purposes only and does not constitute investment advice. Investment decisions should be made based on individual financial circumstances and consultation with a financial advisor. Performance data is not indicative of future results.