USAF | Atlas America ETF

Goals of USAF

Enhanced Fixed Income Alternative
Implement USAF as an alternative to the fixed income portion of a traditional 60/40 portfolio, which seeks to provide inflation-adjusted returns through a mix of real assets and inflation-hedged securities that are generally uncorrelated to the market.

Core Holding for Resilience
Use USAF as a core allocation within portfolios seeking long-term stability across various economic regimes, by offering exposure to a diversified portfolio of assets such as U.S. Treasuries, REITs, and gold.

Diversification Tool
Use USAF as an efficient way of gaining exposure to an actively managed multi-asset strategy, managed by Dr. Nouriel Roubini, one of the preeminent economists of our time.

Seeking to Navigate Risk for Better Returns

Resilience Through Diversification
Balanced exposure to U.S. Treasuries, REITs, gold, and commodities in an effort to mitigate risk while pursuing stable, long-term returns.

Macroeconomic Adaptability
USAF portfolio allocations are actively managed and adjusted based on the macroeconomic regime, informed by growth & inflationary signals.

Stability Across Regimes
Holdings are carefully selected with the goal to perform in all growth and inflation states, designed to be resilient during periods of market volatility.

Portfolio Managers

The Atlas America ETF (USAF) is actively managed by a team of experts, including globally renowned economist, Dr. Nouriel Roubini, to deliver innovative investment strategies. Leveraging the team’s deep expertise in finance, economics, and geopolitical risk, the fund addresses complex challenges such as monetary instability and geopolitical threats, aiming for long-term growth and capital preservation for government, institutional, and retail investors.

Dr. Nouriel Roubini

Chief Economist

Professional experience:

CEO of Roubini Macro Associates LLC.
Co-founder of Rosa & Roubini Associates.
Co-founder of Roubini Global.
White House senior economist for international affairs and Council of Economic Advisors 1998-2000, advisor to the U.S. Treasury Department.

Education:

Undergraduate from Bocconi University in Milan, doctorate in economics at Harvard.

Puneet Agarwal

Chief Investment Strategy Officer

Professional experience:

Ex Managing Director and Head of Corporate Derivative Analytics in the Investment Banking Division, Leadership in Investment Banking Engineering – 14 years.
Seasoned risk manager and hedge strategist, in M&A and Capital Markets contexts.
Emerging Market currency options trader at Lehman Brothers prior to GS.

Education:

Engineering degree from University of Pune (1997), MBA from University of Chicago (2004).

Carlo Zola

Chief Operating Officer

Professional experience:

Ex PM Capital Group – 14 years Global experience in Asset Management.
Ex Percival Services – Family Office focused on early stage Blockchain investments.
Ex Intermonte Group – Leading Investment Bank in Italy.
Director at The Arena Group (NYSE: AREN).

Education:

Summa cum Laude BA in Economics from Bocconi University in Milan.
Masters in Management from CEMS.

Prices

Data displayed as of Nov 19, 2024

30-Day Average Spread

TBD

Volume

TBD

Premium/Discount

TBD

NAV

25.06

Closing Price

TBD

Daily Change

TBD

Premium/Discount

Data displayed as of Nov 19, 2024

Holdings

Data displayed as of Nov 19, 2024

Weight	Name	Ticker	CUSIP	Shares Held	Market Value

Download Full Holdings

Performance

Data displayed as of TBD

						Since Inception
USAF NAV Return (%)						-

The performance data quoted represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. Performance data current to the most recent month-end may be obtained by calling (855) 511-0520.