(SAMT) The Advisorsa€™ Inner - Ratings and Ratios

The Advisers Inner Circle Fund III (NYSE ARCA:SAMT) is an actively-managed ETF that focuses on investing in U.S. common stocks highly correlated with macro-thematic trends, as identified by Strategas Asset Management, LLC. The fund has the flexibility to invest across various market capitalizations, provided certain liquidity requirements are met.

To evaluate the funds performance, key performance indicators (KPIs) such as tracking error, information ratio, and Sharpe ratio can be considered. A low tracking error would indicate that the fund is closely aligned with its intended macro-thematic trends, while a high information ratio would suggest that the Adviser is generating excess returns relative to the risk taken. The Sharpe ratio can provide insight into the funds risk-adjusted returns.

From a portfolio composition perspective, it would be essential to examine the funds sector allocation, stock holdings, and concentration risk. For instance, are the holdings diversified across various sectors, or is there a significant bias towards specific industries? Are there any dominant stock holdings that could impact the funds overall performance? Analyzing these factors can help investors understand the funds underlying drivers of return and risk.

In terms of the Advisers strategy, it would be crucial to assess their investment process, including their methodology for identifying macro-thematic trends and selecting stocks that correlate with these trends. The Advisers track record and experience in managing similar strategies can also provide valuable context. By examining these aspects, investors can gain a deeper understanding of the funds potential for long-term success.