Sarmaya Thematic ETF
Cboe: LENS
Listed January 29, 2025
Methodology
Our investment approach is anchored in the insight that market cycles are driven by dominant themes that generate outsized returns over several years, before eventually declining and making way for new themes.
These market themes typically result from major macro-economic shifts, new secular regimes, or eras of innovation and are typically born in areas of the market that have been underappreciated or ignored for a prolonged period, likely because of a structural consolidation from a prior theme high. Examples are inflation in the 70s, 90s internet, and the 10s zero-interest-rate environment. Additionally, themes often contain shifting sub-themes through the cycle.
By building a concentrated portfolio focused on the primary theme and actively managing it through its evolving sub-themes, we aim to harness these multi-year trends for an outsized impact on portfolio returns.
Why purchase this ETF?
Dynamic Management
Our active management approach seeks to manage the portfolio through the themes evolution, opportunistically adjusting exposure to capture surging sub-themes.
Fund Objective
The Sarmaya Thematic ETF seeks to achieve long-term capital appreciation.
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About Sarmaya Partners, LLC
Sarmaya Partners is a money management firm focused on thematic investing. Founded in January 2024 by long-time industry veterans, Wasif Latif and Karl Engelmann, the firm is focused on active, long-term management meant to outperform the market over a full cycle. The firm believes that every major market cycle is driven by a unique and nuanced macro backdrop that fosters a broad investment theme which leads and propels the market cycle. The team works to identify these themes to capture the essence of the market cycle in a focused portfolio that dynamically tracks evolving sub-themes.