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Friday, January 7, 2022

A Five-Year-Old Shop Adds a Third ETF

Reported by Neil Anderson, Managing Editor

Targeting "flation," the team at a five-year-old goals-based model portfolio shop in Nevada is rolling out the firm's third ETF.

Neil David Azous
Rareview Capital LLC
Founder, Chief Investment Officer
Yesterday, Neil Azous, founder and chief investment officer of Las Vegas-based Rareview Capital LLC [profile], unveiled the Rareview Inflation/Deflation ETF (FLTN on the CBOE BZX Exchange). The Rareview team lays claim to the new fund being the first ETF to offer protection against both deflation and inflation. The fund launched on Tuesday and is part of the Collaborate Investment Series Trust.

The actively managed fund is PMed by Azous and by portfolio manager Michael Sedacca. They plan to move the portfolio between nominal Treasury securities (to protect against deflation) and TIPS (to protect against inflation), while mixing in some cash and some fixed income derivatives. It comes with an expense ratio of 92 basis points, after including a fee waiver that Rareview promises to keep through January 31, 2023.

""We believe portfolio enhancements are necessary to protect purchasing power during periods of inflation and to provide ballast to stock holdings during periods of deflation," Azous states.

Other service providers to the new ETF include: Citi Fund Services Ohio, Inc. as administrator, fund accountant, and transfer agent; Citibank N.A. as custodian; Cohen and Company, Ltd. as independent accounting firm; Foreside Fund Services, LLC as distributor; and Thompson Hine LLP as counsel. 

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