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
An actively managed bitcoin strategy that adjusts exposure between approximately 70% and 150% based on trend and momentum signals, sub-advised by Fairlead Asset Management
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.
The Fund does not invest directly in bitcoin.
Carefully consider the Fund's investment objectives, risks, charges, and expenses before investing. This and other information can be found in the Fund's statutory and summary prospectuses, which may be obtained at AmplifyETFs.com. Read the prospectus carefully before investing.
Investing involves risk and possible loss of principal. There is no guarantee the investment strategy will be successful. Shares of any ETF are bought and sold at market price (not NAV), may trade at a discount or premium to NAV and are not individually redeemed from the Fund. Brokerage commissions will reduce returns. The Fund is considered to be non-diversified. The Fund is actively managed and its performance reflects the investment decisions that the Sub-Adviser makes for the Fund.
The Fund faces risks by investing in bitcoin through bitcoin ETP and bitcoin ETP Options as bitcoin is a new and highly speculative investment. The market for bitcoin is volatile and subject to rapid changes, regulatory actions, and numerous challenges to widespread adoption. Issues such as slow transaction processing, variable fees, and price volatility further increase these risks.
There is a lack of consensus regarding the regulation of digital assets, including bitcoin, and their markets. Trading in shares of a bitcoin ETP on U.S. securities exchanges may be halted due to market conditions or for reasons that, in the view of an exchange, make trading in shares of the bitcoin ETP inadvisable.
The Fund may use leverage to increase bitcoin exposure above 100% of the Fund's net assets, with total exposure of up to approximately 150%. Any exposure above 100% of the Fund's net assets is expected to be obtained primarily through the use of derivatives, including bitcoin Futures Contracts and/or bitcoin ETP Options. The use of leverage may magnify gains and losses and may increase volatility relative to bitcoin.
The Fund may use FLEX Options, which can be less liquid than standardized options. This may make it difficult to close out FLEX Options positions at desired times and prices.
Investment Adviser: Amplify Investments LLC. Sub-Adviser: Fairlead Asset Management LLC. Amplify ETFs are distributed by Foreside Fund Services, LLC.
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.