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Strategically Designed, Tactically Managed.

SanJac Alpha is a Houston based investment management firm focused on actively managed ETFs in the fixed income space. With seasoned investment professionals and a robust infrastructure, SanJac Alpha seeks to provide investors with access to market opportunities and risk management, a combination we believe is essential in today’s volatile markets.

What We Offer

Our Philosophy

Tailored Strategies seeking Consistent Performance

At SanJac Alpha, we apply our deep market expertise through active management to help investors navigate the complexities of volatile fixed income markets. Our approach aims to provide stable, risk-conscious returns through a powerful ETF platform.

Strategic Trading with Smart Risk Control

Our experienced trading team is data-driven and nimble, seeking value opportunities in the income markets while employing rigorous risk management to dampen portfolio volatility.

Active Management for Dynamic Markets

The rate markets have changed. Active markets need active managers.

Cash Management Alternative

SanJac Alpha Low Duration ETF | SJLD

Seeks current income consistent with the preservation of capital and daily liquidity.

The SanJac Alpha Low Duration ETF offers stable current income through investments in high-grade, short-term credit markets. This ETF is designed to provide consistent returns while preserving capital and maintaining daily liquidity.

Investors seeking a stable, actively managed, liquid investment option with moderate outperformance compared to traditional cash management tools like CDs or money markets should consider the SanJac Alpha Low Duration ETF.

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Key Differentiators
Short-Term Focus
With a portfolio duration of two years or less, this ETF offers minimal exposure to interest rate volatility
Very Low Credit Risk
The fund invests in high-quality, short-term instruments, which we believe minimizes credit risk.
High Liquidity
The ETF trades in some of the world's most liquid markets, allowing investors to enter and exit positions with ease
Competitive Fees
Active management fee structure at 0.35%

Data coming soon

Performance data quoted represents past performance and does not guarantee future results. Investment returns and principal value will fluctuate, and when sold, may be worth more or less than their original cost. Performance current to the most recent month-end may be lower or higher than the performance quoted and can be obtained by calling 1-800-617-0004. Market price returns are based on price of the last reported trade on the fund’s primary exchange where the shares are listed. NAV return is the percentage change between the fund’s net asset value (the value of each share’s portion of the fund’s underlying assets and cash at the end of the trading day) at the beginning and end of a particular period.

Data coming soon

Manage Volatility

SanJac Alpha Core Plus Bond ETF | SJCP

Seeks current income and total returns consistent with limited volatility and the preservation of capital.

The SanJac Alpha Core Plus Bond ETF aims to maximize total returns while maintaining a moderate risk profile by offering a wide spectrum of Treasury, Agency, and Investment-Grade Bonds, Mortgage-Backed Securities (MBS), mREITs, and Preferred Stocks. The ETF combines top-down strategic management with bottom-up credit analysis to identify alpha opportunities and manage volatility effectively.

Ideal for investors seeking a wide array of exposure to fixed income markets with an aim for higher yields and total returns, while seasoned fixed income experts manage risk.

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Key Differentiators
Mixed Asset Portfolio
Includes a wide spectrum of Treasury, Agency, and Investment-Grade Bonds, MBS, mREITs, and Preferred Stocks
Moderate Duration
With a portfolio duration of up to 10 years, the fund balances liquidity with return potential
Top-Down and Bottom-Up Management
Combines strategic duration positioning and rate hedging with in-depth individual credit analysis to uncover alpha opportunities
Credit Strategy
40% or less total credit exposure keeping the aggregate credit rating of the fund high and the positions liquid
Active Risk Management
Team focus targets outperformance of the benchmark while reducing volatility
Competitive Fees
Active management fee structure at 0.65%

Data coming soon

Performance data quoted represents past performance and does not guarantee future results. Investment returns and principal value will fluctuate, and when sold, may be worth more or less than their original cost. Performance current to the most recent month-end may be lower or higher than the performance quoted and can be obtained by calling 1-800-617-0004. Market price returns are based on price of the last reported trade on the fund’s primary exchange where the shares are listed. NAV return is the percentage change between the fund’s net asset value (the value of each share’s portion of the fund’s underlying assets and cash at the end of the trading day) at the beginning and end of a particular period.

Data coming soon

Latest Insights

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Discover the advantage of active management in fixed income markets with SanJac Alpha ETFs.

Our innovative solutions are designed to provide stability, liquidity, and competitive returns in today's dynamic market environment.
Get Started
3033 W. Alabama,
Houston, TX 77098
[email protected]
1-800-617-0004
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.
mReit - or Mortgage REITs, provide financing for income-producing real estate by purchasing or originating mortgages and mortgage-backed securities (MBS) and earning income from the interest on these investments.
Alpha - is typically used to represent the value added or subtracted by active investment management strategies. It shows how an actively managed investment portfolio performed compared with the expected portfolio returns produced simply by benchmark volatility (beta) and market changes. A positive alpha shows that an investment manager has been able to capture more of the upside movement in the benchmark while softening the downswings. A negative alpha means that the manager's strategies have caught more benchmark downside than upside.
Barclays Capital Aggregate Bond Index is a market-value-weighted index that tracks the performance of US investment-grade fixed-income securities.
Premium/Discount - if the price of the ETF is trading above its NAV, the ETF is said to be trading at a “premium.” Conversely, if the price of the ETF is trading below its NAV, the ETF is said to be trading at a “discount.” In relatively calm markets, ETF prices and NAV generally stay close.
Net Asset Value is the value of an investment fund that is determined by subtracting its liabilities from its assets. The fund's per-share NAV is then obtained by dividing NAV by the number of shares outstanding.

IMPORTANT INFORMATION
The Fund’s investment objectives, risks, charges, and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company. Please read it carefully before investing. A hard copy of the prospectus can be requested by calling 1-800-617-0004.

Investing involves risk, including possible loss of principal.
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 of the Funds may be lower or higher than the performance quoted and can be found here SJLD and SJCP. Neither forward earnings nor earnings growth is a measure of a fund’s future performance.
ETFs are subject to additional risks that do not apply to conventional mutual funds, including the risks that the market price of an ETF’s shares may trade at a premium or discount to its net asset value, an active secondary trading market may not develop or be maintained, or trading may be halted by the exchange in which they trade, which may impact an ETF's ability to sell its shares. 
Shares of any ETF are bought and sold at market price (not NAV) and are not individually redeemed from the ETF. Brokerage commissions will reduce returns.
Diversification does not eliminate the risk of experiencing investment loss.
Distributed by Quasar Distributors, LLC.
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