Roundhill HALO ETF · CBOE:LOHA
Roundhill HALO ETF — Roundhill BIG Tech ETF — Investor Presentation (April 2023)
14 slides from Roundhill HALO ETF's investor presentation, April 2023
Slide 1: $BIGT The BIG Tech ETF
$BIGT The BIG Tech ETF The First-Ever FAAMG ETF Investor Presentation April 2023
Slide 2: Foreside Fund Services, LLC: Distributor
Foreside Fund Services, LLC: Distributor Investors should consider the investment objectives, risk, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the BIGT ETF please call 1-877-220-7649 or visit the website at roundhilli
Slide 3: Table of Contents
Table of Contents What Makes “Big” Tech Big? • History of FANG • Pro ts • Leadership • Megatrends • Cloud • Arti cial Intelligence • Metaverse BIGT Bene ts • Concentrated Exposure • Precise Exposure ETF Characteristics Investor Presentation, April 2023 3 fi fi fi
Slide 4: What Makes "Big" Tech Big: History of FANG
What Makes “Big” Tech Big: History of FANG As the rst-ever FAAMG ETF, the Roundhill BIG Tech ETF o ers investors concentrated exposure to the top 5 innovation leaders driving the technology sector. These ve companies – Facebook (Meta), Apple, Amazon, Microso and Google (Alphabet) – are commonly refe
Slide 5: What Makes "Big" Tech Big: Profits
What Makes “Big” Tech Big: Profits Top Nasdaq 100 Companies by EBITDA The ve FAAMG stocks included in BIGT represent: $150B • The top ve companies in the Nasdaq 100 Index by EBITDA. $120B • Five of the nine-largest companies in the Nasdaq $90B 100 Index by revenue. • 46% of the total free cash ow of
Slide 6: What Makes "Big" Tech Big: Leadership
What Makes “Big” Tech Big: Leadership The ve FAAMG stocks included in BIGT accounted for approximately 70% of the tech sector’s returns from 2014 through 2021, according to Bernstein Research. As of 3/21/2023, the FAAMG stocks represented a 38% and 46% weighting in the Nasdaq 100 Index and Technolog
Slide 7: Megatrends: Cloud
Megatrends: Cloud Three of the holdings in the BIGT ETF are leading the Global Cloud Spending global cloud services market. $1,200B Amazon, Microso and Google-parent Alphabet $900B represented 67% of global Infrastructure-as-a-Service (IaaS) revenue in 2021 and 34% of total global cloud $600B revenu
Slide 8: Megatrends: Artificial Intelligence
Megatrends: Artificial Intelligence ChatGPT User Engagement Per Month Arti cial Intelligence (AI), speci cally generative AI, is taking the tech world by storm, and the companies in 1B the BIGT ETF are leading its development. Microso , with its investment in OpenAI and 616M ChatGPT integrations for
Slide 9: Megatrends: Metaverse
Megatrends: Metaverse The companies in BIGT are also emerging as leaders Metaverse Total Addressable Market in the nascent but expanding Metaverse. $14B $12B The Metaverse represents a multi-trillion dollar $10B economic transformation over the next several years, $8B with estimates for its size exc
Slide 10: BIGT Benefits: Concentrated Exposure
BIGT Benefits: Concentrated Exposure The Roundhill BIG Tech ETF (NASDAQ: BIGT) is the rst-ever ETF to o er concentrated exposure to the ve U.S. mega cap tech giants (i.e. “FAAMG”). Creating a precise investing and trading tool with the cost e ciencies and ease of use of an ETF. Exposures include (su
Slide 11: BIGT Benefits: Precise Exposure
BIGT Benefits: Precise Exposure The Roundhill BIG Tech ETF (NASDAQ: BIGT) allocates Exposure Comparison 100% 100% of its exposure to the FAAMG stocks. 75% Existing tech-oriented industry ETFs are meaningfully allocated to smaller, less pro table tech companies. In 50% some cases, technology benchmar
Slide 12: ETF Characteristics: $BIGT
ETF Characteristics: $BIGT Thematic Exposure Ticker: BIGT Expense Ratio: 0.29% Launch Date: April 11th, 2023 Rebalance: Quarterly Reconstitution: Annually AUM: $TBD Big Tech 100% Shares Outstanding: TBD Underlying Issuers: 5 ETF Options: No Investor Presentation, April 2023 12
Slide 13: Glossary
Glossary Nasdaq 100 Index: The Nasdaq 100 Index is a modi ed capitalization-weighted index consisting of 100 of the largest non- nancial companies listed on the Nasdaq stock exchange. Source: Nasdaq Investor Presentation, April 2023 13 fi fi
Slide 14: Roundhill BIG Tech ETF
Risk Disclosure: Roundhill BIG Tech ETF The Fund expects to have concentrated (i.e., invest more than 25% of its net assets) investment exposure in one or more of the Technology Industries at any For more information: given time, which may vary over time. Further, the Fund expects to obtain such inv
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