AAM Transformers ETF · AMEX:TRFM
AAM Transformers ETF — AAM Sawgrass U.S. Quality Growth ETFs — Investor Presentation (March 2025)
16 slides from AAM Transformers ETF's investor presentation, Mar 31, 2025
Slide 1: AAM Sawgrass U.S. Quality Growth ETFs
SAWG SAWS • AAM Sawgrass U.S. Large Cap Quality Growth ETF (NYSE: SAWG) • AAM Sawgrass U.S. Small Cap Quality Growth ETF (NYSE: SAWS) As of 3/31/25 AAM Sawgrass U.S. Quality Growth ETFs
Slide 2: Meet AAM Sawgrass U.S. Quality Growth ETFs
Meet AAM Sawgrass U.S. Quality Growth ETFs AAM Sawgrass U.S. Quality Growth ETFs Seeks to Provide: CONSISTENT STABLE EARNINGS AAM Sawgrass U.S. Large GROWTH SAWG Cap Quality Growth ETF (Expense Ratio: 0.49%) Seeks to target companies that have demonstrated ability to provide consistent earnings LOW
Slide 3: Sawgrass Asset Management
Sawgrass Asset Management Consistent • $3.1 billion assets under advisement (as of 3/31/2025) & Stable • Equity team together for 23-plus years.* Team • Founded in 1998 and is 100% employee-owned. • Conservatively managed growth equity portfolio. Consistently Conservative applied process, repeatable
Slide 4: Sawgrass Definition of 'Quality Growth'
Sawgrass Definition of ‘Quality Growth’ Quality Growth: A focus on companies that display consistency in factors such as Stable Earnings/Growth, Low Price Volatility & Attractive Valuations Quality Growth Factors Stable Low Price Volatility Attractive Valuations Growth/Earnings Potential Benefits: C
Slide 5: The Beta Anomaly
The Beta Anomaly Despite conventional risk/reward premium thesis, lower risk stocks have outperformed higher risk stocks over the long-term Performance of High-Beta Stocks v. Low-Beta Stocks $4,240 1985 – 12/31/2024 Low Beta Stocks $2,186 High Beta Stocks 1,000 100 Source: FactSet, Axioma, Universe
Slide 6: Stable Earnings Have Been Rewarded
Stable Earnings Have Been Rewarded Quality Growth Factors Stable Growth/ Low Price Attractive Earnings Volatility Valuations Performance of Most Stable v. Least Stable Based on Sales/Earnings/Margins Stocks 1985 – 12/31/2024 $1,254 1,280 Most Stable Quintile (Sales, Earnings, Margin) Benchmark: Russ
Slide 7: Low Price Volatility Stocks Have Outperformed Over Time
Low Price Volatility Stocks Have Outperformed Over Time Quality Growth Factors Stable Low Price Growth/Earning Attractive Valuations s Volatility Performance of High Price Volatility Stocks v. Low Price Volatility Stocks 1985 – 12/31/2024 10,000 $11,805 Lowest Price Volatility Quintile Benchmark: Ru
Slide 8: Lower P/E Stocks Outperform Higher P/E Stocks
Lower P/E Stocks Outperform Higher P/E Stocks Quality Growth Factors Stable Attractive Growth/Earnin Valuations gs Performance of Lowest P/E Stocks v. Highest P/E Stocks 1985 – 12/31/2024 $15,633 Lowest P/E Stocks Quintile 5,000 Benchmark: Russell 3000 Growth $3,816 Highest P/E Stocks Quintile 500 $
Slide 9: Security Selection & Portfolio Monitoring Process
Security Selection & Portfolio Monitoring Process Sawgrass’ risk-conscious, methodical and repeatable investment process utilizes quantitative and qualitative inputs for security selection and risk management. 9
Slide 10: SAWG: AAM Sawgrass Large Cap Quality Growth ETF
SAWG: AAM Sawgrass Large Cap Quality Growth ETF Active SAWG is sub-advised by Sawgrass Asset Management, seeking to provide the benefits of growth stocks while reducing volatility. Consistent & Stable Earnings Growth Low Price Volatility Attractive Valuations SAWG targets large capitalization compan
Slide 11: SAWS: AAM Sawgrass Small Cap Quality Growth ETF
SAWS: AAM Sawgrass Small Cap Quality Growth ETF Active SAWS is sub-advised by Sawgrass Asset Management, seeking to provide the benefits of growth stocks while reducing volatility. Consistent & Stable Earnings Growth Low Price Volatility Attractive Valuations SAWS targets large capitalization compan
Slide 12: Sawgrass Quality Growth ETFs Performance (%)
Sawgrass Quality Growth ETFs Performance (%) For period ending March 31, 2025 Since Fund Inception Ticker Description QTD YTD 1-Year 3-Year 5-Year (7/30/24) SAWG AAM Sawgrass U.S. Large Cap Quality Growth ETF (NAV) -6.38 -6.38 - - - 0.01 SAWG AAM Sawgrass U.S. Large Cap Quality Growth ETF (Market Pr
Slide 13: Key Takeaways
Key Takeaways The AAM Sawgrass U.S. Quality Growth ETFs employ a conservative, repeatable investment methodology in an effort to provide strong risk-adjusted returns versus its peers and long-term outperformance of the benchmark driven by solid upside participation and downside protection. Reasons t
Slide 14: The Sawgrass Growth Equity Team
The Sawgrass Growth Equity Team Mr. McQuiddy is a Principal of Sawgrass and serves as co-CIO. Mr. McQuiddy directs the Dean McQuiddy, CFA firm’s equity management and research efforts and is the lead portfolio manager for the Co-Founding Principal, Co-CIO, Diversified Small Growth equity product. He
Slide 15: The Sawgrass Growth Equity Team
The Sawgrass Growth Equity Team Mr. Davis is an Equity Portfolio Manager at Sawgrass, responsible for quantitative and Marc Davis, CFA fundamental research, portfolio positioning, idea generation, and quantitative modeling. He Equity Portfolio Manager 28 Years of Investment Experience serves as a co
Slide 16: Important Disclosures
Important Disclosures Past performance does not guarantee future results. It is not possible to invest directly in an index. The Funds’ investment objectives, risks, charges and expenses must be considered carefully before investing. The statutory and summary prospectus contains this and other impor
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