TACK Profile
The Fairlead Tactical Sector Fund is a diversified, actively managed exchange-traded fund (ETF) designed to capitalize on sector-specific investment opportunities through a disciplined and systematic approach. Under normal market conditions, the fund allocates more than 80% of its net assets to a mix of passive domestic equity sector ETFs, as well as ETFs that invest in gold and U.S. Treasuries. This strategic allocation aims to provide investors with broad exposure to key sectors while also incorporating assets that serve as a hedge against market volatility.
The fund employs a systematic approach to technical analysis, focusing on identifying and capitalizing on significant trends within the equity sectors of the S&P 500. By leveraging technical indicators and trend analysis, the fund seeks to make informed investment decisions and adjust its holdings in response to evolving market conditions. This tactical approach allows the fund to dynamically shift its sector allocations based on emerging trends and market signals.
The investable universe of the Fairlead Tactical Sector Fund includes the various sectors of the S&P 500, as delineated by the State Street series of SPDR ETFs. This encompasses a wide range of industries, from technology and healthcare to financials and consumer discretionary. The funds focus on sector ETFs enables it to target specific areas of the economy that are expected to outperform based on technical analysis and market trends.
In summary, the Fairlead Tactical Sector Fund offers investors a strategic tool for accessing sector-specific opportunities through an active management approach. Its significant allocation to equity sector ETFs, gold, and U.S. Treasuries reflects a commitment to both growth and stability. The funds systematic, trend-based investment strategy aims to enhance returns by navigating sector rotations and market fluctuations effectively.
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