Kelly Intelligence

Traditional Investing. Cutting Edge Exposure. Exchange Traded


Kelly US Cash Flow Dividend Leaders Index

The strategy targets US companies with high free cash flow and consistent dividend growth. The Index utilizes a Forward FCF Yield and Trailing FCF Yield ranking system, focusing on companies with shareholder return policies, while having sector controls to avoid idiosyncratic risks.

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Amplify Cash Flow Dividend Leaders ETF

Kelly Intelligence is the Sub-Adviser and the Index Provider. COWS is a strategy driven ETF investing in companies with high free cash flow yield and dividend growth aimed to provide long-term capital appreciation and monthly income distributions. COWS utilizes a free cash flow (FCF) screen for Trailing AND Forward FCF Yield.

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Amplify Cash Flow High Income ETF

Kelly Intelligence is the Sub-Adviser. HCOW is an actively-managed strategy-driven ETF that seeks to provide high monthly income through the ownership of dividend paying companies with high free cash flow yield combined with a call income strategy component. The call income strategy is designed to create option-based income and can enhance traditional income from stock-based dividends.

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Advisery & Sub-Advisery

  • What: Kelly Intelligence provides strategy or index construction in stocks, options, ETFs or any other applicable securities. Our firm has the experience and the capability to handling all types of mandates and asset classes including passive and active, equity, options, commodity and fund of funds.
  • Benefits: Our firm helps identify, evaluate and manage investments within a portfolio while also handling portfolio management, basket construction and maintenance, and capital markets support. Kelly Intelligence is familiar with the structure of the different vehicles, as well as the various regulatory and tax issues unique to each vehicle. Our investment process is built around risk control and producing consistent and replicable results for portfolio implementation.
  • Why: Kelly Intelligence has extensive experience managing funds. We are all well known for our investment style, expertise and track record for specific investment strategies including creating billions in options ETFs and real estate sector ETFs.
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Exchange Traded Funds

  • What: Exchange Traded Funds (ETFs) are a basket of securities, shares of which are sold on an exchange. ETFs combine features and potential benefits of mutual funds and stocks.
  • Benefits: ETF shares, like individual stocks, are traded throughout the day. They offer access to numerous strategies and asset classes.
  • Why: ETFs offer trading flexibility, diversification and risk management, lower management fees than comparable mutual funds, dividend reinvestment and tax benefits.
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    It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. Kelly Intelligence does not sponsor, endorse, sell, promote or manage any investment fund or other investment vehicle that is offered by third parties and that seeks to provide an investment return based on the performance of any index. Strategic Investments licenses its indices to third parties for the creation of investment funds or other vehicles, such as exchange-traded funds (ETFs), exchange-traded notes (ETNs), institutional asset mandates, and structured notes.

    The information contained does not reflect the performance of any fund or account managed or serviced by Strategic Investments, and there is no guarantee that investors will experience the type of performance reflected above. There is no guarantee that any historical trend illustrated herein will be repeated in the future, and there is no way to predict precisely when such a trend will begin. There is no guarantee that any market forecast made in this commentary will be realized. The mention of specific securities is not a recommendation or solicitation for any person to buy, sell or hold any particular security and should not be relied upon as investment advice. The views and opinions in the preceding commentary are as of the date of publication and are subject to change without notice. This material represents an assessment of the market environment at a specific point in time, should not be relied upon as investment advice, is not intended to predict or depict performance of any investment and does not constitute a recommendation or an offer for a particular security. We consider the information in this presentation to be accurate, but we do not represent that it is complete or should be relied upon as the sole source of suitability for investment.