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RRH

Advocate Rising Rate Hedge ETF

Advocate Media and Conference Presentations

November 28, 2022

Scott Peng's November 7th interview on First Look ETF

Scott Peng discussed RRH's design philosophy and its first year experience on NYSE's First Look ETF program. Scott's segment on the program starts at 7:49. This information is not intended to be investment advice. Diversification may not protect against market risk.
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RRH ETF performance and holdings

October 12, 2022

U.K. crisis demands structural changes – bond expert

Will the United Kingdom's pension crisis continue? Most bond managers in the U.S. aren't sure. But Scott Peng isn't most people.
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October 7, 2022

Ex-Citi Analyst Peng Who Called Out Libor Scandal Sees a 6% Interest-Rate Shock

Before the Federal Reserve kicked off its most aggressive policy-tightening campaign in decades, Scott Peng warned that a “tsunami” of rate hikes was set to thrash Wall Street.
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RRH ETF performance and holdings

May 24, 2022

Advocate Capital Management CIO Scott Peng Interview

Advocate Capital Management CIO Scott Peng is interviewed by Vince Molinari on FINTECH-TV on the New York Stock Exchange in May 2022. Scott shares his view on the persistence of high inflation and why interest rates are likely to rise further in the next two years. He outlines the design philosophy behind Advocate's Rising Rate Hedge ETF (NYSE: RRH) and how it may help investor portfolios during this extended period of high inflation and rising rates. For further information click here

May 6, 2022

This bond expert who called the spike in U.S. yields forecasts the 10-year to reach 4%

In Jan. 2021, Citi’s former chief interest-rate strategist forecast the 10-year U.S. Treasury yield TMUBMUSD10Y, 3.123% to reach 2.5% in 12 months — it took about 15 months to get there.
More recently, he said in December that interest rate sensitive asset classes would struggle, identifying technology stocks NDX, -1.93%, high yield bonds JNK, -0.65%, emerging markets and real estate, all of which have dropped sharply.
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December 17, 2021

2 ETF Strategies to Keep Up With Rising Rates, Inflation

Exchange traded fund investors can turn to alternative strategies to prepare their portfolios for a rapidly evolving market environment.
In the recent webcast, Inflation and Rising Rates: An Advisor’s Playbook For 2022, Scott Peng, founder and CEO/CIO of...
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December 17, 2021

Inflation and Rising Rates: An Advisor’s Playbook For 2022

Advocate Capital Management's CIO Scott Peng interview on ETF Trends Webcast Series to be broadcast live on December 17, 2021 at 2:00 ET. The Topic is "Inflation and Rising Rates: An Advisor’s Playbook For 2022". For further information and to register to watch the broadcast live click here

December 10, 2021

The Illustrated Misadventures of the World's Most Important Number

In January the financial world will bid farewell to a measure that has guided banking for half a century. Called Libor, the London interbank offered rate, it represents banks' average cost for short-term borrowing. Companies will need to use an alternative for all new transactions-loans, bond sales, hedges against rising and falling interest rates.
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December 8, 2021

Rising rates & inflation: The new market paradigm

Rising inflation, fiscal deficits and the Fed's shifting monetary policy - three key themes that investors will need to watch in 2022. To meet the challenges that lie ahead, investors may want to consider adapting their traditional portfolio mix with institutional-class alternative strategies and real estate. Click here

December 1, 2021

Living With Rising Rates and Inflation

Advocate Capital's Scott Peng to Discuss "Living With Rising Rates and Inflation" at the ETFGI Global ETFs Insights Summit - Canada. For further information click here

October 22, 2021

Analyst Who Exposed Libor as Broken Warns of Rising Rate ‘Tsunami’

Scott Peng knows trouble when he sees it -- and right now he detects it all over markets thanks to an oncoming interest-rate “tsunami.”
The Advocate Capital Management executive -- who helped uncover the biggest scandal in modern banking with a damning 2008 report on Libor manipulation...
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Prospectus Disclosure

To determine if the Fund(s) is an appropriate investment for you, carefully consider the fund(s’) investment objectives, risk, and charges and expenses. This and other information can be found in the fund(s’) prospectus, or the summary prospectus, which can be obtained by calling 866-234-5426 or by visiting www.advocatecapmgt.com. Please read the prospectus, or the summary prospectus, carefully before investing.

Risk

This information is not intended to be investment advice. Diversification may not protect against market risk. This ETF is actively managed and there is no guarantee investments selected and strategies employed will achieve the intended results.

Investing involves risk, including the possible loss of principal. Advocate ETFs are generally non-diversified and each entails certain risks, including risks associated with the use of derivatives (swap agreements, futures contracts and similar instruments), leverage and market price variance, all of which can increase volatility and decrease performance. International investments may involve risks from: geographic concentration, differences in valuation and valuation times, unfavorable fluctuations in currency, differences in generally accepted accounting principles, and from economic or political instability. There are additional risks related to commodity investments due to natural and technological factors such as depletion of known cost-effective sources of a commodity or severe weather and increases in availability created by new or improved equipment or processes. Short positions in a security lose value as that security's price increases. Leverage can increase market exposure and magnify investment risk. An investment in the fund(s) is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency.

Market information and data included in this presentation are obtained from various third party sources and are provided on an "as is“ basis. Advocate does not perform any audit or verify the information provided by third parties. Advocate is not responsible for and does not warrant the correctness, accuracy, or reliability of any third party market information or data.

The Advocate Capital Management’s Rising Rate Hedge ETF is distributed by SEI Investments Distribution Co. (SIDCO). The fund is managed by Advocate Capital Management. SIDCO is not affiliated with Advocate Capital Management