Fairlead Strategic Funds, LLC - Fairlead Tactical Sector ETF (TACK)
ARCA ARCA Primary 
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.
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.
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.
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TACK: Underperformance Due To Strategy Lag
The Fairlead Tactical Sector Fund ETF systematically applies technical analysis to allocate between sector ETFs and defensive assets. TACK was able to effectively limit drawdowns during the 2022 bear market. However, since markets turned higher in 2023, the Fund has underperformed significantly due to its strategy lag. Investors looking for funds that protect against major drawdowns while offering decent upside participation may want to consider the HELO ETF.
