2023 in Review: Overview of BTD Capital Fund and Demonstrating the Power of AI – ETF Series Solutions BTD Capital Fund (NYSE:DIP)

In a year when technological advances in AI were remarkable, monster’s BTD Capital Fund looks like an interesting player in the convergence of finance and artificial intelligence.Buy the DIP Capital Fund ETF (NYSE:DIP), powered by Kaiju’s advanced ARCⓇ system, harnessed the power of AI-driven investment strategies to navigate the complexities of volatile markets in 2023. If Kaiju’s BTD Capital fund continues to be successful, there could be a new wave of innovation in the financial markets powered by artificial intelligence.

Successful investing with AI

In the year since its founding, BTD Capital Fund has successfully leveraged machine learning to continually evolve and improve its risk management decisions. The fund uses a sector-independent mean-reversion strategy to track the S&P 500 (a stock index that tracks the stock price performance of approximately 500 large companies listed on U.S. stock exchanges) and the Nasdaq 100 (see below). Obtains the oversold stocks within the stock index (constituting the stock index). (100 stocks from the largest non-financial companies listed on the Nasdaq Stock Market) and has sophisticated algorithms that perform over 2 billion tests every day and rebalance accordingly.

The portfolio also has an average holding period of just three days, allowing it to provide short-term exposure to the market with rapid trade execution aimed at maximizing investor returns. Despite his volatile year, the fund’s use of the ARCⓇ system and its strategic asset allocation demonstrate Kaiju’s commitment to navigating market volatility.

2023 Fund Performance Summary

BTD Capital Fund’s journey to 2023 is a testament to the rapid innovation of AI in finance. This fund was founded in December 2022, and after just one year, it has already shown remarkable adaptability to bring success.

• Q1 2023: +1.56%.
• Q2 2023: +1.82%
• Q3 2023: -1.87%
• Q4 2023: +8.16%
• Year-to-date (2023 year-to-date): +9.76%.

Performance data quoted is based on NAV and represents past performance and is not a guarantee of future results. The return on investment and the principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the original cost. Please visit the Fund’s website (www.dipetf.com) for the latest standardized month-end performance.

Toward 2024

As we turn the page to 2024, BTD Capital Fund reflects on a year of growth and aims for continued expansion.

To further strengthen its appeal, BTD Capital Fund has reduced its management fee from 1.25% to 0.75%, bringing Kaiju one step closer to its goal of democratizing access to advanced AI investment tools. This fee reduction, which will take effect from December 1, 2023, is first and foremost a cost-saving measure for investors, but also reflects DIP’s commitment to providing level of service to diverse investors. It is also a sign that the appeal of the brand is increasing. to a wider audience in the coming years.

Driving the future of investing

Kaiju’s DIP ETF was developed by a diverse team of expert physicists, mathematicians, financial behavioral scientists, data scientists and analysts, cryptographers, and computer programmers to combine the speed, consistency, and thoroughness of AI. We work hard to consistently outperform traditional investment strategies such as: Index creation. If these innovations succeed in outperforming traditional investing and democratizing portfolio enhancement, previously limited to institutional investors and wealthy individuals, AI and human expertise will work together to make smarter, more efficient investments. We may be able to get a glimpse of the future of finance that creates strategies. .

Benefits of AI

Kaiju is gearing up for the next financial year and is at the forefront of a potential revolution in investment management. His AI is doing exactly the same thing as AI. We are continually evolving and learning to more effectively navigate market complexity in 2024. Additionally, Kaiju’s commitment to using his AI responsibly and focusing on transparency will continue to be a top priority. He builds investor confidence in the new dawn of AI-driven finance.

Featured photo by Mohamed Nohassi on Unsplash.

This post contains sponsored content. This content is for informational purposes only and is not intended as investment advice.

Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. For a prospectus or summary prospectus containing this and other information about this fund, please call (800) 617-0004 or visit our website at www.dipetf.com. Please read the prospectus or summary prospectus carefully before investing.

This fund is distributed by Quasar Distributors, LLC. Exchange Traded Concepts, LLC (the “Adviser”) serves as the Fund’s investment advisor. Kaiju ETF Advisors (the “Sub-Adviser”) acts as the Fund’s investment sub-adviser.

Investments involve risks such as loss of principal. The Fund is subject to a number of risks, including, but not limited to, equity risk, large-cap stock risk, management risk, and trading risk. The Fund is actively managed and may not achieve its investment objectives based on the success or failure of the subadviser in implementing its investment strategy in the Fund. The Fund’s principal investment strategy relies on the Sub-Adviser’s understanding of artificial intelligence. The Fund relies heavily on proprietary artificial intelligence selection models and on data and information provided by third parties that are utilized in such models. Specifically, the Fund relies on Kaiju algorithms to execute its principal investment strategies. Unless the model performs as designed or intended, the Fund’s strategy may not be successfully implemented and the Fund may lose value. “Value” style investing refers to the methodology a fund uses to determine the “value” of a company, or when earnings expectations or prospects for beating market conditions are wrong, even if the market is rising. , may produce lower performance results relative to other funds. Additionally, “value stocks” can remain undervalued by the market for long periods of time. The Fund is expected to actively and frequently trade securities or other instruments within its portfolio in order to execute its investment strategy. High portfolio turnover increases transaction costs and may increase Fund expenses. Frequent trading may also result in adverse tax consequences for investors in the Fund due to increased short-term capital gains. This fund is a new fund and has a limited track record.