Why Strategy Shares ETFs

From the founding of our affiliated companies in 2006, we were one of the first managers to focus on non-traditional products for the ETF and mutual fund markets. Today, our network of investment managers collectively manages more than $45 billion in assets.

About Our Company

Strategy Shares ETFs is the ETF platform for our products. We also offer two mutual fund brands.

Innovative Investment Solutions to Address Unmet Needs

Despite having a wide array of investment solutions, there are certain underlying themes that define our product lineup, including:

Unique and innovative strategies, which are not typically found anywhere else in ETF or mutual fund format.

Unique and innovative strategies, which are not widely found in mutual fund and ETF format.

Strategies managed by experienced institutional teams with a demonstrated track record of long-term quantifiable success.

A non-traditional approach designed to address the challenges of an ever-changing market environment, including alpha-driven* or niche asset class approaches.

Why do leading investment managers partner with Catalyst and Rational?

Investment managers partner with us to launch and efficiently and effectively manage ‘40 Act products. Our sub-advisor and portfolio manager partners often previously worked at some of the largest and most respected banks, hedge funds and investment companies worldwide before starting or joining their current firm. The Catalyst and Rational platform offers the opportunity for these leading managers and their firms to succeed in the ‘40 Act space, providing: operational efficiencies and expertise, investment operations infrastructure, risk management, compliance and regulatory support, marketing bandwidth and expertise, distribution support, expertise and opportunity for expansion.

Our Leadership Team

Our History of Innovation and Growth

2006

Founded By Jerry Szilagyi And David Miller
2008

Identified Opportunity To Partner With Institutional Managers To Offer Their Products In Mutual Fund Format
2011

Catalyst Celebrates Fifth Anniversary With The Launch Of Four New Funds
2012

Understood That Financial Advisors Desired Tested, Non-Traditional Products In ’40 Act Format
2014

Catalyst Surpasses $1 Billion In AUM
2015

Catalyst Founders Agree To Acquire Huntington Assets Advisors, Inc.
2016

Huntington Funds Products Rebranded To Rational Funds And Strategy Shares ETFs
2016

Catalyst Surpasses $5 Billion In AUM
2020

Rational Advisers, Inc. Surpasses $1 Billion In AUM

Disclosures

For more complete information on Strategy Shares, download and view a prospectus or summary prospectus now or call (855) 477-3837 for a free prospectus or summary prospectus. You should consider the fund’s investment objectives, risks, charges, and expenses carefully before you invest. Information about these and other important subjects is in the fund’s prospectus or summary prospectus, which you should read carefully before investing. Investing involves risk, including loss of principal. There is no guarantee that this, or any investment strategy, will succeed. Shares of these ETFs are bought and sold at market price (not NAV) and are not individually redeemed from the ETF. Brokerage commissions will reduce returns.

The Strategy Shares are distributed by Foreside Fund Services, LLC, which is not affiliated with Rational Advisors, Inc., or any of its affiliates.

*Alpha: A measure of the difference between a fund’s actual returns and its expected performance, given its level of risk as measured by beta. Beta: A measure of a fund’s sensitivity to market movements.

Why Strategy Shares ETFs

From the founding of our affiliated companies in 2006, we were one of the first managers to focus on non-traditional products for the ETF and mutual fund markets. Today, our network of investment managers collectively manages more than $45 billion in assets.

About Our Company

Strategy Shares ETFs is the ETF platform for our products. We also offer two mutual fund brands.

Innovative Investment Solutions to Address Unmet Needs

Despite having a wide array of investment solutions, there are certain underlying themes that define our product lineup, including:

Unique and innovative strategies, which are not typically found anywhere else in ETF or mutual fund format.

Unique and innovative strategies, which are not widely found in mutual fund and ETF format.

Strategies managed by experienced institutional teams with a demonstrated track record of long-term quantifiable success.

A non-traditional approach designed to address the challenges of an ever-changing market environment, including alpha-driven* or niche asset class approaches.

Why do leading investment managers partner with Catalyst and Rational?

Our Leadership Team

Our History of Innovation and Growth

Founded By Jerry Szilagyi And David Miller

Identified Opportunity To Partner With Institutional Managers To Offer Their Products In Mutual Fund Format

Catalyst Celebrates Fifth Anniversary With The Launch Of Four New Funds

Understood That Financial Advisors Desired Tested, Non-Traditional Products In ’40 Act Format

Catalyst Surpasses $1 Billion In AUM

Catalyst Founders Agree To Acquire Huntington Assets Advisors, Inc.

Huntington Funds Products Rebranded To Rational Funds And Strategy Shares ETFs

Catalyst Surpasses $5 Billion In AUM

Rational Advisers, Inc. Surpasses $1 Billion In AUM

Disclosures

ETFs

Strategies

Resources

Contact

Subscribe

Why Strategy Shares ETFs

From the founding of our affiliated companies in 2006, we were one of the first managers to focus on non-traditional products for the ETF and mutual fund markets. Today, our network of investment managers collectively manages more than $45 billion in assets.

About Our Company

Strategy Shares ETFs is the ETF platform for our products. We also offer two mutual fund brands.

Innovative Investment Solutions to Address Unmet Needs

Despite having a wide array of investment solutions, there are certain underlying themes that define our product lineup, including:

Unique and innovative strategies, which are not typically found anywhere else in ETF or mutual fund format.

Unique and innovative strategies, which are not widely found in mutual fund and ETF format.

Strategies managed by experienced institutional teams with a demonstrated track record of long-term quantifiable success.

A non-traditional approach designed to address the challenges of an ever-changing market environment, including alpha-driven* or niche asset class approaches.

Why do leading investment managers partner with Catalyst and Rational?

Our Leadership Team

Jerry Szilagyi

David Miller

Michael Schoonover

Lawrence Lai

Robert Glass

Larry Milder

Robert McNeal

Charlie Ashley

President/CEO/Co-Founder

Jerry Szilagyi

CIO/Co-Founder

David Miller

Chief Operating Officer

Michael Schoonover

Chief Risk Officer

Lawrence Lai

Chief Compliance Officer

Robert Glass

Head of National Sales

Larry Milder

Head of Intermediary Distribution

Robert McNeal

Portfolio Manager

Charlie Ashley

Our History of Innovation and Growth

Founded By Jerry Szilagyi And David Miller

Identified Opportunity To Partner With Institutional Managers To Offer Their Products In Mutual Fund Format

Catalyst Celebrates Fifth Anniversary With The Launch Of Four New Funds

Understood That Financial Advisors Desired Tested, Non-Traditional Products In ’40 Act Format

Catalyst Surpasses $1 Billion In AUM

Catalyst Founders Agree To Acquire Huntington Assets Advisors, Inc.

Huntington Funds Products Rebranded To Rational Funds And Strategy Shares ETFs

Catalyst Surpasses $5 Billion In AUM

Rational Advisers, Inc. Surpasses $1 Billion In AUM

Disclosures

ETFs

Strategies

Resources

Contact