“A wide range of investors – from sophisticated retail investors, to independent advisors to endowments and pension funds in the institutional space – should find our product advantageous.”
Working in partnership with Exchange Traded Concepts, LLC, the white-label ETF issuer platform, the team at HTAA believes that the Hull Tactical US ETF will be attractive as the market for institutional-quality equity products continues to grow.
HTUS is constructed to perform under all market conditions, with an investment objective of long-term capital appreciation, guided by the firm’s proprietary, patent-pending, quantitative trading model. The model selects indicators that HTAA believes can best forecast the next six months of return of the S&P 500. It takes long or short positions in ETFs, leveraged ETFs or other securities that seek to track the performance of the S&P 500 based on the model with the remaining assets in the portfolio being held in cash.
“Investing in the S&P 500 can be an uncertain game, but a disciplined and systematic approach can help you to outperform on a risk-adjusted basis,” says Blair Hull, Founder of Hull Tactical Asset Allocation. “Our aim is to help investors avoid another 2008 in their portfolios, with a strategy not available in ETF form until now. We want to provide investors access to hedge fund-like investing. Investors need a strategy to gain lower volatility exposure to the equity market, especially in today’s volatile environment, and we believe HTUS delivers just that.”
Based on trading models that are proprietary to HTAA, HTUS is a new and differentiated product. As an alternative ETF strategy, HTUS is expected to be seen as a complement to an existing portfolio.
“Incorporating alternative strategies can help reduce overall volatility while increasing portfolio diversification – investors and advisors alike tend to name diversification as the top driver of investing in alternative strategies,” explains Steve McCarten, Chief Operating Officer of Hull Tactical Asset Allocation. “A wide range of investors – from sophisticated retail investors, to independent advisors to endowments and pension funds in the institutional space – should find our product advantageous.”
Hull Tactical US ETF (NYSE Arca: HTUS)
Hull Tactical US ETF (“HTUS” or “the Fund”) is an actively managed ETF, created to achieve long-term growth from investments in the U.S. equity and Treasury markets, independent of market direction. HTUS is driven by a proprietary, patent-pending, quantitative trading model. The Fund takes long and short positions in ETFs that seek to track the performance of the S&P 500, as well as leveraged ETFs or inverse ETFs that seek to deliver multiples, or the inverse, of the performance of the S&P 500. (http://hulltacticalfunds.com)
Hull Tactical Asset Allocation, LLC
Hull Tactical Asset Allocation, LLC (“HTAA”) is an SEC registered investment advisor. HTAA is an independent, privately owned firm focused on quantitative asset management and long-term capital management. HTAA serves as an ETF advisor, and utilizes advanced algorithms and macro and technical indicators to anticipate future market returns. The strategies are stress tested with over 20 years of historical data and evolved from tactical allocation models developed and traded by Hull Investments, LLC.
Carefully consider the Fund’s investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Fund’s prospectus, which may be obtained by visiting www.hulltacticalfunds.com. Read the prospectus carefully before investing.
Investing involves risk, including the possible loss of principal. Investments in smaller companies typically exhibit higher volatility. The Fund will invest in (and short) exchange-traded funds (ETFs). The Fund will be subject to the risks associated with such vehicles. The Fund may also invest in leveraged and inverse ETFs. Inverse and leveraged ETFs are designed to achieve their objectives for a single day only. For periods longer than a single day, leveraged or inverse ETFs will lose money when the performance of the underlying index is flat over time, and it is possible that a leveraged or inverse ETF will lose money over time even if the level of the underlying index rises or, in the case of an inverse ETF, falls. In addition, shareholders indirectly bear fees and expenses charged by the underlying ETFs, as well as the Fund’s direct fees and expenses. The Fund may invest in derivatives, including futures contracts, which are often more volatile than other investments and may magnify the Fund’s gains or losses.
The Fund is an actively managed ETF and, thus, does not seek to replicate the performance of a specified passive index of securities.
The Fund may take short positions. The loss on a short sale is theoretically unlimited. Short sales involve leverage because the Fund borrows securities and then sells them, effectively leveraging its assets. The use of leverage may magnify gains or losses for the Fund.
There is no guarantee that any investment strategy will produce positive results.
Exchange Traded Concepts, LLC serves as the investment advisor, and Vident Investment Advisory, LLC serves as a sub advisor to the fund. The Funds are distributed by SEI Investments Distribution Co., which is not affiliated with Vident Investment Advisory, LLC, Exchange Traded Concepts, LLC or any of its affiliates. HTAA is not affiliated with Exchange Traded Concepts, LLC, or any of its affiliates, or with SEI Investments Distribution Co.