EHLS Profile
The Even Herd Long Short ETF is an actively managed exchange-traded fund designed to pursue its investment objectives through a combination of long and short equity positions. This approach allows the fund to capitalize on both rising and falling market conditions, aiming to achieve positive returns regardless of broader market trends. The funds investment strategy is managed by Even Herd, LLC, which employs a proprietary algorithm to guide its investment decisions and portfolio management.
Under normal market conditions, the fund maintains a strategic focus on holding 100% long positions in equity securities, meaning it invests primarily in stocks expected to increase in value. This allocation allows the fund to benefit from upward movements in equity markets. Simultaneously, the fund engages in short selling, where it takes positions in securities anticipated to decline in value. The short exposure is managed dynamically, varying between 10% to 60% of the funds assets, depending on market conditions and the funds tactical strategy.
The proprietary algorithm developed by Even Herd, LLC, is central to the fund's management approach. This algorithm analyzes market data, trends, and individual stock performance to make informed investment decisions. The active management and algorithmic approach aim to optimize the fund's performance by adjusting the long and short positions in response to changing market dynamics and opportunities.
The Even Herd Long Short ETF is characterized by its flexibility and tactical investment style, which contrasts with traditional long-only equity funds. The funds dual exposure strategy allows it to potentially benefit from a broader range of market conditions but also introduces specific risks associated with short selling and active management. Investors should consider these factors and the funds investment approach when evaluating its suitability for their portfolio.
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