Model-Driven ETF Strategies Built on Technical Discipline
Fairlead Asset Management applies Fairlead Strategies 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 Asset Management 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 Asset Management 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 Asset Management 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
Learn more about the Fairlead Tactical Sector ETF and its tactical sector rotation process on the fund site
Investors should carefully consider the investment objectives, risks, charges and expenses of the fund before investing. The prospectus contains this and other information about the fund, and it should be read carefully before investing. Investors may obtain a copy of the prospectus by calling 877-865-9549, emailing info@fairleadstrategies.com or it may be downloaded here.
Investing involves risk, including loss of principal. There is no guarantee the fund will achieve its investment objective.
The fund is distributed by Northern Lights Distributors, LLC (Member FINRA). Northern Lights Distributors, LLC, Fairlead Asset Management LLC, and Cary Street Partners Asset Management LLC are separate and unaffiliated. Cary Street Partners is the trade name used by Cary Street Partners LLC, Member FINRA/SIPC; Cary Street Partners Investment Advisory LLC and Cary Street Partners Asset Management LLC, registered investment advisers. Cary Street Partners is the Adviser for the Fairlead Tactical Sector ETF (TACK). For full disclaimers and disclosures, please view Disclaimers and Disclosures.
Fairlead Asset Management LLC is a registered investment adviser and the Subadviser for TACK. For access to the full disclaimers and disclosures for Fairlead Asset Management LLC, including their policy regarding editor securities holdings, go to fairleadstrategies.com/disclaimers-and-disclosures or email info@fairleadstrategies.com.
Looking for research rather than an ETF?
Explore Fairlead Strategies 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. Past performance does not guarantee future results.