Supercycles™, technology-driven trends that are spurring disruption across a range of industries, are upending everything from how we travel to how we work and even how we think.
Whether it’s artificial intelligence, electrification, or nearly any aspect of modern life, the investment potential tied to these Supercycles™ is clear. However, investors have had limited options through which to gain exposure to the full range of innovative companies that are driving each of these long-term trends – until now. Investors in so called “Thematic Funds” have thus far had to settle for superficial, surface-level portfolios, leading to products dominated by the end-producers and “boldfaced names” in a given Supercycle™. This approach has universally missed out on lesser known but critical companies driving these innovations forward and creating value for investors throughout the full Supercycle™.
Enter VistaShares. Where rich operating and domain expertise is translated into actively-managed ETFs designed to offer accurate and comprehensive representation of an investment theme. VistaShares seeks to provide access to the deep profit pools throughout the value chain with a goal of minimizing the overconcentration risk inherent in many thematic ETFs which typically focus on a handful of “mega brand” companies.
Unique to VistaShares is its emphasis on the visionary leadership of top industry leaders, who have shaped these Supercycle™ industries from their earliest days, and who now, in turn have applied that knowledge to design investment strategies that we view as more accurate in capturing the growth potential of these Supercycles™. VistaShares is led by a proven team that brings decades of experience in asset management, technology, manufacturing, research and more, including:
- Co-Founder Jon McNeill, (co-founder, DVx Ventures, former President of Tesla);
- CEO Adam Patti, (Former Founder & CEO of IndexIQ, and former Head of Global ETFs for New York Life Investment Management);
- Chief Investment Strategist Robert Whitelaw, (former Chairman of the Finance Department at NYU’s Stern School of Business and Dean of the Undergraduate College);
- Advisor to the Investment Committee Sunny Madra, (President of Supply Chain, Operations, and Go-to-Market of Groq, and former CEO of Definitive Intelligence).
The firm’s leadership team is further supported by a group of Strategic Advisors that includes ETF industry luminary and financial futurist Dave Nadig.
“This is an exciting day as we pull back the curtain on what we’ve been building,” said Adam Patti, CEO. “The team we’ve assembled is second to none and I can think of no other group that brings together rigorous academic-level portfolio construction, with the hands-on experience that my colleagues and I collectively bring to bear on our mission. We are thrilled to now be making our approach a reality for investors and advisors so they can effectively and impactfully add Supercycle™ exposure to their portfolios.”
“We started VistaShares with the mission of giving the individual investor access to key Supercycles™. We want to democratize what has historically been available only to large funds and high net worth investors,” said Jon McNeill, co-founder. “Our difference is tapping senior operators who have an active seat at the table. They know the full supply chain beyond the marquee names. That potentially gives VistaShares investors access to the entire profit chain in key areas like AI Data Centers. It turns out Nvidia is just a small fraction of what goes into an AI data center and VistaShares seeks to give investors access to the companies under the hood that are growing exponentially through this Supercycle™.”
In the weeks and months to come, VistaShares will share updates and announcements tied to what will soon be a robust lineup of investment vehicles. These funds will combine an innovative, patent-pending rules-based portfolio construction process with an active management overlay provided by the VistaShares leadership team.
VistaShares will also be producing deeply researched but accessible content designed to help investors truly understand not just the high-level trends at play but the myriad impacts and offshoots of these themes.
For more information and updates on VistaShares, please visit www.VistaShares.com and follow the firm on Linkedin @VistaShares, and on X @VistaSharesETFs.
About VistaShares
VistaShares ETFs are actively managed to offer Pure Exposure™ to the economic Supercycles™ that we believe are poised for significant growth. Supercycles™ are long-term trends that disrupt current economic models through leading edge technological advancements shaping our world.
Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please call (844) 875-2288. Read the prospectus or summary prospectus carefully before investing.
Investing involves risk, including possible loss of principal.
Fund risks include: Artificial Intelligence Risk (AIS), Equity Market Risk (AIS & EVS), Technology Sector Risk (AIS & EVS), and Industry Risks, such as Semiconductor Risk (AIS), Decanter Risk (AIS), Software Risk (AIS), Electric Vehicle Risk (EVS), Electrical Grid Technologies Risk (EVS) and Energy Solutions Risk (EVS). For a complete list and description of fund risks please see the prospectus.
Foreside Fund Services, LLC
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