‘America-First’ Line of Separately Managed Account Investment Vehicles Debuts from Trump Media, Partners
Trump Media and Technology Group Corp., operator of the social media platform Truth Social, the streaming platform Truth+, and the fintech brand Truth.Fi, along with Yorkville America Equities LLC, an America-First asset management firm, and Index Technologies Group, LLC, an originator and provider of thematic investment solutions, this week announced the launch of four new Truth Social-branded Separately Managed Account investment strategies developed by ITG.
Trump Media provided the seed investment to launch the strategies, “which give investors access to portfolios built around American values and priorities,” according to a press release.
“The launch of these strategies represents a milestone in the expansion of our financial services effort,” said Devin Nunes, CEO and Chairman of Trump Media. “We are proud to seed this initiative with Trump Media’s own capital and to introduce investment products that not only support innovative companies across critical sectors of the U.S. economy but also remain firmly aligned with our core values.”
The initial lineup includes:
- Truth Social Made in America: a high-conviction, rules-based strategy that leverages proprietary data and algorithms to invest in U.S. companies the partners believe are driving industrial growth, domestic production, workforce expansion, and technological innovation, strengthening national resilience and advancing America’s economic renewal.
- Truth Social Liberty & Security: a patriotic strategy that allocates capital to U.S. and allied companies advancing national security and the Department of War’s 14 critical and emerging technologies, such as advanced computing, software, cyber security, space technology, energy storage, artificial intelligence, and microelectronics, while safeguarding global trade and avoiding firms that support what are felt to be adversarial interests.
- Truth Social Christian Values: progressing beyond prohibited industry groups and allocating to companies that the partners think have cultures, policies, and practices that demonstrate integrity and align with the framework for economic life, biblically responsible principals and Christian values generally.
- Truth Social Energy and Essential Services: strives to provide efficient exposure to essential infrastructure and services, spanning energy, utilities, water, data centers, satellites, semiconductors, and telecommunications, by focusing on operators that the partners believe underpin long-term economic growth and consistent demand.
“Yorkville America Equities, Trump Media, and ITG bring together complementary expertise in asset management, media, and technology to deliver what we believe is a unique offering for today’s investors,” said Troy Rillo, CEO of Yorkville America Equities. “These strategies are designed to align capital with American innovation and values to provide investors with patriotic thematic portfolios.”
The press releases states that each SMA strategy is systematically constructed using ITG’s proprietary algorithms and is rebalanced quarterly to reflect market dynamics while maintaining alignment with thematic objectives.
“At ITG, we believe that investing is about more than returns, it’s about values,” said Jon DuPrau, Managing Partner at ITG. “These SMAs are built on proprietary, data-driven frameworks that combine financial performance with values-based scoring, empowering investors to combine prudent investing principles with their convictions, while participating in what we believe is one of the most important economic transformations of our time.”
In late December, five Truth Social Exchange-Traded Funds (ETFs) comprising securities with a “Made in America” focus launched on the New York Stock Exchange.
SEE ALSO:
• 5 ‘Made in America-Focused’ Truth Social ETFs Launch on NYSE
• Trump Media Launches Suite of ‘America First’ Separately Managed Accounts
Veteran financial services industry journalist Brian Anderson joined 401(k) Specialist as Managing Editor in January 2019. He has led editorial content for a variety of well-known properties including Insurance Forums, Life Insurance Selling, National Underwriter Life & Health, and Senior Market Advisor. He has always maintained a focus on providing readers with timely, useful information intended to help them build their business.