HTUS employs a tactical, model-driven approach to S&P 500 exposure, combining market timing and options income strategies. In 2024, the fund delivered a very high yield that is not typical of the strategy based on historical data. HTUS has underperformed the benchmark since its inception and is on par with it since 2023, with a deeper drawdown.
In today's market, many investors feel anxious and uncertain about what lies ahead. This widespread unease was a key topic in a recent interview between TMX VettaFi's Senior Investment Strategist Cinthia Murphy and Petra Bakosova, CEO of Hull Tactical.
It's not easy to navigate the alternatives ETF space. But navigate it, we must, in the pursuit of better long-term risk-adjusted returns.