Fairlead funds are backed by the national credibility and tactical strategy of an experienced professional.
Katie Stockton, CMT is Founder and Managing Partner of Fairlead Strategies, LLC, an independent research firm and investment advisor focused on technical analysis. Prior to forming Fairlead Strategies, Katie spent more than 20 years on Wall Street providing technical research and advice to institutional investors. Most recently, she served as Chief Technical Strategist for BTIG for four years, and prior to that Chief Market Technician at MKM Partners for nine years. She also worked for technical strategy teams at Morgan Stanley and Wit Soundview.
With help from the Fairlead Strategies team, Katie provides research and consulting services to institutions and individuals, and she is the investment manager for TACK. Katie received her Chartered Market Technician (CMT®) designation in 2001, and later served as Vice President of the CMT Association from 2012 to 2016. In 2017, 2019, 2020, and 2021 she was honored by The Technical Analyst, a U.K. based publication, for her work.
Katie graduated with honors from the University of Richmond with a BSBA, and she now serves on the business school’s Executive Advisory Council. She is a member of the Endowment Investment Committee for her church. Katie frequently shares her views on CNBC and other financial news networks, and often speaks at industry events and conferences.
Katie Stockton in the Media
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This week, David Clark is joined by Katie Stockton, Founder and Managing Partner at Fairlead Strategies. Katie shares about her career path, roots with Dorsey Wright, and thoughts on the equity market.
Technical analysis was the focus of this episode of “ETF 360” with VettaFi’s head of research Todd Rosenbluth and Fairlead Strategies’ founder and managing partner Katie Stockton.
WSB's Weekend Bite: The Market Bottoms Likely Next Year With Katie Stockton September 9, 2022 (Video)
Katie Stockton, Founder and Managing Partner at Fairlead Strategies, joins Seeking Alpha to dive into what the market technicals are telling her about where the US markets head from here.
The performance data quoted represents past performance. Current performance may be lower or higher than the performance data quoted above. Past performance is no guarantee of future results. The investment return and principal value of an investment will fluctuate so that investor's shares, when redeemed, may be worth more or less than their original cost. For performance information current to the most recent month-end, please call toll-free 877-865-9549.
Katie Stockton, CMT, Founder & Portfolio Manager at Fairlead Strategies joins Devon Drew, CIMA, CRPC, CEO, DFD Partners to discuss the launch of TACK and how the fund leverages technical analysis to manage risk in difficult markets.
Fairlead Strategies launched its first investable product on the NYSE today, offering advisors a new approach to gaining strategic U.S. large-cap equity exposure backed by technical analysis.
Momentum, from an investment perspective, is not a new phenomenon. Since the earliest days of markets, investors have sought to jump on price trends, with the routine drudgery of analyzing fundamentals often taking a back seat.
The thoughts and opinions expressed in the article are solely those of the author. The discussion of individual companies should not be considered a recommendation of such companies by the Fund's investment adviser. The discussion is designed to provide a reader with an understanding of how the Fund's investment adviser manages the Fund's portfolio.