MutualFundWire.com: Simplify Combos Managed Futures With Large Caps
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Wednesday, December 10, 2025

Simplify Combos Managed Futures With Large Caps


The folks at a five-year-old, Big Apple fund are further expanding their lineup of exchange-traded funds.

David Marc Berns
 Simplify Asset Management Inc.
CIO, Co-Founder
Yesterday (December 9), David Berns, co-founder and chief investment officer of New York City-based Simplify ETFs [profile], unveiled the launch of the Simplify US Equity PLUS Managed Futures Strategy ETF (CTAP on the NYSE Arca). Las Vegas-based Simplify Asset Management Inc. (SAMI) serves as investment advisor to the new ETF.

CTAP's inception date was Monday (December 8), and the new fund comes with an expense ratio of 10 basis points (which bakes in an 18bps fee waiver promised through December 4, 2026). The new ETF now has about $2.5 million in AUM*.

The new fund offers investors exposure to a systematic long/short managed futures strategy designed by Altis Partners. Three SAMI portfolio managers will PM CTAP. Those PMs are:
  • Ken Miller, PM;
  • Paisley Nardini, asset allocation strategist; and
  • Berns himself.

    • Berns describes CTAP as built to address "two key goals": "delivering portfolio diversification and doing so in a highly capital-efficient manner."

    "Historically, stocks and managed futures have exhibited a low correlation with each other, making them effective partners in a two-strategy combination," Berns states. "An investor that substitutes a portion of their equity portfolio with CTAP can then gain the diversification benefits of managed futures without reducing their exposure to other asset classes and without having to make additional capital outlays."

    *As of yesterday (12/9/2025).


    Printed from: MFWire.com/story.asp?s=71812

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