Model-Driven ETF Strategies Built on Technical Discipline
Fairlead Asset Management applies Fairlead's technical research framework to systematic ETF strategy design, with a focus on sector leadership, tactical allocation, and risk management across changing market environments
Research process translated into implementation
Fairlead's ETF work connects technical market analysis with rules-based portfolio construction and tactical risk controls
- Trend-following discipline
- Sector leadership identification
- Dynamic asset allocation
- Quantitative momentum overlays
- Risk-aware portfolio design
A tactical approach to ETF implementation
Fairlead's ETF strategies are designed to identify leadership, participate in durable trends, and manage exposure when risk conditions deteriorate.
The process combines systematic technical inputs with a discretionary overlay for unusual market conditions.
How Fairlead thinks about ETF strategy
The ETF process is built around repeatable technical signals, disciplined allocation rules, and risk controls
Identify Leadership
Use trend and relative strength signals to identify areas of market leadership and deterioration
Allocate Tactically
Translate model output into tactical sector and asset positioning based on technical conditions
Manage Risk
Reduce exposure when trend conditions weaken and major downside risks become more prominent
TACK: Tactical sector exposure with a disciplined risk management process
Fairlead Asset Management LLC serves as sub-advisor to the Fairlead Tactical Sector ETF, managed by Katie Stockton. The ETF is built on Fairlead Strategies' disciplined technical approach and uses a model-driven process complemented by a discretionary overlay for unusual market conditions.
Learn more about the Fairlead Tactical Sector ETF and its tactical sector rotation process on the fund site
Amplify Fairlead Tactical Bitcoin ETF
Amplify ETFs has announced the filing of the Amplify Fairlead Tactical Bitcoin ETF. According to Amplify, the proposed fund would be actively managed and designed to adjust Bitcoin-related exposure using a tactical, systematic, technically driven investment approach.
Amplify Investments LLC is expected to serve as investment adviser, and Fairlead Asset Management LLC is expected to serve as investment sub-adviser.
Looking for research rather than an ETF?
Explore Fairlead's research products, ETF Navigator, or request a free trial to evaluate the firm's technical research process
ETF information is provided for informational purposes only and should not be construed as investment advice, an offer to sell, or a solicitation to buy any security. Investors should carefully review the applicable prospectus, offering documents, and related filings before making any investment decision.
Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results.
Fairlead Asset Management LLC is an SEC registered investment adviser and serves as sub-adviser to the Fairlead Tactical Sector ETF (TACK). Fairlead Asset Management LLC is also expected to serve as sub-adviser to the proposed Amplify Fairlead Tactical Bitcoin ETF, subject to regulatory approval and the effectiveness of the registration statement. References to the proposed ETF are based on publicly available information and are provided solely for informational purposes.