TACK Portfolio Manager Commentary

The Fairlead Tactical Sector ETF (TACK) is a model-driven exchange-traded fund that uses a disciplined, repeatable process to adapt across market environments. The model is based ontechnical analysis, with a focus on indicators that identify long-term trends and major reversals.

ETF Trends • Apr 15, 2026

TACK: Sensible Strategy Delivering Some Downside Protection, Yet Weaknesses Exist, A Hold

Fairlead Tactical Sector ETF is an actively managed vehicle utilizing technical analysis to position for risk-on and risk-off environments. TACK "seeks capital appreciation with limited drawdowns," and it does deliver on that, as over April 2022–January 2026, it captured less than 50% of EQAL's downside. However, over the period, TACK captured only 55.7% of IVV's upside, delivering considerably weaker annualized and risk-adjusted returns.

Seeking Alpha • Mar 1, 2026

TACK Portfolio Manager Commentary: January 2026

The Fairlead Tactical Sector ETF (TACK) is a model-driven exchange-traded fund built on a disciplined, repeatable process designed to adapt to all market environments. The foundation of the model is technical analysis, with a focus on indicators that identify long-term trends and major reversals.

ETF Trends • Jan 26, 2026

TACK Portfolio Manager Commentary | October 2025

The Fairlead Tactical Sector ETF (TACK) is a model-driven exchange-traded fund utilizing a disciplined methodology designed to navigate all market environments. The fund seeks capital appreciation with limited drawdowns.

ETF Trends • Oct 30, 2025

TACK: Sector Rotation And Technical Analysis Unite In This ETF

Katie Stockton brings deep technical analysis expertise to managing the Fairfield Tactical Sector ETF (TACK) as lead manager. A veteran technician's leadership in the active ETF space is a positive development for technical analysis advocates. The ETF's flexible mandate allows for tactical shifts, but its capital preservation record is mixed, and DIY investors may have better options.

Seeking Alpha • Jun 15, 2025

This fund is designed to help investors withstand wild market swings

Katie Stockton manages the Fairlead Tactical Sector ETF, which can allocate and reallocate resources during volatility rather than being tied to an index.

CNBC • Apr 19, 2025

A different 'tack' for rough markets: How one ETF keeps moving to mitigate stock losses

Katie Stockton, Fairlead Strategies founder, joins CNBC's Bob Pisani on 'ETF Edge' to discuss the strategy behind her Fairlead Tactical ETF (TACK) that seeks to stay invested in top sectors of the market while reducing potential for stock losses. Troy Donohue, BTIG head of Americas portfolio trading, also weighs in on how similar ETFs compare and when the strategy performs best.

CNBC Television • Apr 14, 2025

ETF Prime: Islam on Spot Bitcoin ETFs, Uranium, & More

On this week's episode of “ETF Prime,” Roxanna Islam, CFA, CAIA, head of sector & industry research at VettaFi, joined host Nate Geraci to discuss the SPDR Gold Shares (GLD), bitcoin, uranium, and more.

ETF Trends • Nov 26, 2024

Keep Calm And Trade On: How To Handle The Postelection Rally

Investors held their breath pre-election, then a buying frenzy occurred on its resolution. Is there reason for caution?

Investors Business Daily • Nov 8, 2024

7 Unforgettable Exchange Moments

The Exchange Conference has a storied history as a conference that drives insights, ideas, and discussion. With Exchange 2025 right around the corner, here are seven unforgettable Exchange moments from the last few years.

ETF Trends • Sep 25, 2024