Sarmaya Partners Launches Thematic ETF on One-Year Anniversary of Firm

ETF focuses on active strategy, Reimagining Thematic Investing^®

SAN ANTONIO--(BUSINESS WIRE)--Sarmaya Partners™ has announced the launch of its first exchange traded fund (ETF), dedicated to its distinctive approach to investing for long-term capital appreciation. The Sarmaya Thematic ETF (CBOE: LENS) began trading on Jan. 29, 2025.

The new fund is an actively managed ETF that implements Sarmaya Partners’ flagship strategy of long-term, thematic investing, which focuses on identifying and capitalizing on unfolding global trends and themes. The fund will seek to capture dominant macro investment themes within market cycles, which have the potential to generate significantly outsized returns, without being limited by conventional industry comparisons.

“Through our decades of investment management experience, we noticed industry pressures push money managers towards becoming closet indexers,” said Wasif Latif, president and chief investment officer at Sarmaya Partners. “Our approach breaks with today’s norm. We’re fiercely committed to reimagining thematic investing and this new ETF will focus on what we believe will lead the market going forward – a return to tangibles – a renewed commodity super cycle.”

The new fund breaks the return to tangibles strategic theme into implementable investment sub-themes. It seeks exposures primarily through individual equity positions, complemented by select commodities-based ETFs, resulting in a focused portfolio that is dynamically managed.

“We’re proud to offer our clients this actively managed ETF,” said Karl Engelmann, chief operating officer at Sarmaya Partners. “We’re dedicated to serving our clients with integrity and believe this new ETF offers a compelling choice for their portfolios in a single, easy-to-access, investment vehicle.”

The full fund prospectus can be found at SarmayaETF.com. For more information on the offering or Sarmaya Partners, contact Karl Engelmann at 303.520.2419 or [e-mail].

About Sarmaya Partners™

Another money management firm? What can they do that’s new or different?

What can be done that the Beatles haven’t done already? Just as Led Zeppelin, Pink Floyd, U2, David Bowie, Madonna, Nirvana, Taylor Swift and many others have proven, there’s always room for making an impact – especially for those daring to be different. This belief is at the heart of Sarmaya Partners. Like these musical pioneers, Sarmaya Partners infuses their authentic selves into their work, blending fresh ideas with a strong foundation.

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, and joined shortly after by industry veteran Oliver Merten, 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. To learn more about the Sarmaya Thematic ETF (LENS), visit SarmayaETF.com.

Important Information

The Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. This and other important information is contained in the prospectus, which may be obtained by following the links Prospectus and Summary Prospectus or by calling +1.303.520.2419. Please read the prospectus carefully before investing.

Investments involve risk. Principal loss is possible.

* Median 30 Day Spread is a calculation of Fund’s median bid-ask spread, expressed as a percentage rounded to the nearest hundredth, computed by: identifying the Fund’s national best bid and national best offer as of the end of each 10 second interval during each trading day of the last 30 calendar days; dividing the difference between each such bid and offer by the midpoint of the national best bid and national best offer; and identifying the median of those values.

The Fund is actively-managed and is subject to the risk that the strategy may not produce the intended results. The Fund is new and has a limited operating history to evaluate.

Equity Investing Risk. An investment in the Fund involves risks similar to those of investing in any fund holding equity securities, such as market fluctuations, changes in interest rates and perceived trends in stock prices. The values of equity securities could decline generally or could underperform other investments. In addition, securities may decline in value due to factors affecting a specific issuer, market or securities markets generally. Foreign Investment Risk. Returns on investments in foreign companies could be more volatile than, or trail the returns on, investments in securities of U.S. companies. Investments in or exposures to foreign markets are subject to special risks, including risks associated with foreign securities generally. Those special risks may arise due to differences in information available about issuers of securities and investor protection standards applicable in other jurisdictions; capital controls risks, including the risk of a foreign jurisdiction imposing restrictions on the ability to repatriate or transfer currency or other assets; currency risks; political, diplomatic and economic risks; regulatory risks; and foreign market and trading risks, including the costs of trading and risks of settlement in foreign jurisdictions. Fixed-Income Risk. The market value of fixed-income securities will change in response to interest rate changes and other factors, such as changes in the effective maturities and credit ratings of fixed-income investments. During periods of falling interest rates, the values of outstanding fixed-income securities and related financial instruments generally rise. Conversely, during periods of rising interest rates, the values of such securities and related financial instruments generally decline. Fixed-income investments are also subject to credit risk. Leverage Risk. Use of derivative instruments may involve leverage. Leverage is the risk associated with securities or investment practices that multiply small index, market or asset-price movements into larger changes in value. Leverage magnifies the potential for gain and the risk of loss. As a result, a relatively small decline in the value of the underlying investments could result in a relatively large loss. The use of leverage will increase the impact of gains and losses on the Fund’s returns, and may lead to significant losses if investments are not successful.

ETFs may trade at a premium or discount to their net asset value. ETF shares may only be redeemed at NAV by authorized participants in large creation units. There can be no guarantee that an active trading market for shares will exist. The trading of shares may incur brokerage.

This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. We make no representation or warranty as to the accuracy or completeness of the information contained herein including third-party data sources. The views expressed are as of the publication date and subject to change at any time. No part of this material may be reproduced in any form, or referred to in any other publication without express written permission. References to other funds should not to be interpreted as an offer or recommendation of these securities.

The Fund is distributed by Quasar Distributors, LLC. The fund’s investment advisor is Empowered Funds, LLC, which is doing business as ETF Architect.