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.
U.S. Treasury yields have retreated, and inflation is rising – are we in a stagflation? Andrew Wells shares his thoughts with TradingView.
Credit conditions are easing, making it easier for companies to borrow funds to complete deals. This is just one factor that can be attributed to the 2025 M&A boom. Andrew Wells talks outlook and stocks with MarketWatch.
SanJac Alpha CIO Andrew Wells shares 3 key insights he believes can help investors make smarter investments in 2025.
“The stock market expects, and the bond market reflects.” CIO Andrew Wells shares his thoughts on the market and the reaction to the new administration.
The 2024 investing landscape saw many ups and downs. In our 2024 Market Recap, CIO Andrew Wells, shares three top trends he believes will continue in 2025.
Can the market continue to price in further rate cuts or is this truly a mid-cycle adjustment in pursuit of a neutral rate? SanJac Alpha shares their quick take
With rate cuts, current employment numbers, and a positive economy, CIO Andrew Wells says it’s going to be hard for the Fed to say that they’re making anything other than a mid-cycle adjustment.
What’s in store for the fixed income markets with further rate cuts? Andrew Wells discussed on “The Big Interview” segment of Chuck Jaffe’s Money Life podcast.
SanJac Alpha shares their thoughts on how the upcoming election and its outcome may impact the markets.
IMPORTANT INFORMATION
The Funds’ 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.
