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.
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.
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.
The rate markets have changed. Active markets need active managers.
Seeks current income consistent with the preservation of capital and daily liquidity.
The SanJac Alpha Low Duration ETF aims to offer 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.
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 exposure to 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 seeking to identify alpha opportunities and manage volatility effectively.
As we close out 2025, we find it essential to review how markets moved and our framework in navigating them. We share our review of what went well this year, and where we are refining our approach for the year ahead.
The Fed cut rates without having inflation data from October or November. According to SanJac Alpha CIO Andrew Wells, the decision could look reckless by January if inflation accelerates.
With the Nasdaq up ~20% and the S&P 500 up ~15%, SanJac Alpha CIO Andy Wells believes the market will be in a good place if it maintains these gains through year end. He shares his outlook with Schwab.
Can the bond market help unlock the stalled housing market? According to CIO Andrew Wells, even though everyone may want the rates to come down, “it’s not going to happen unless the bond market wants it to happen.” CIO Andrew Wells in MarketWatch.
The market is in uncharted territory, and the Fed will likely be cutting rates to appease the market – but it may lead to a steeper yield curve. CIO Andrew Wells talks with Chuck Jaffe on The Money Life podcast.
“When the bond market thinks the Fed has made a mistake, the long end of the curve tells the story.” Andrew Wells, CIO, shared his market insights following the release of the FOMC notes.
Are the markets becoming comfortable with trade news? CIO Andrew Wells discusses the trade deals made to date, and why he believes we may be past the extreme market reactions.
As we hit the midpoint of 2025, markets have once again shown that macro narratives rarely playout in straight lines. How did we get here? What can we expect for the rest of 2025? CIO Andrew Wells shares his mid-year review and his outlook moving forward.
