PORTFOLIO MANAGER
About Katie Stockton, CMT
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
To view additional media appearances and publications click here. By clicking this link, you are leaving the fund website and will be redirected to the Fairlead website.
Recapping recent market volatility with Katie Stockton, Portfolio Manager, Fairlead Strategies
Join Katie Stockton, Portfolio Manager at Fairlead Strategies, as she recaps the recent market volatility and its impact on investment strategies.
How to Hedge Your Portfolio (TACK) w/ Katie Stockton
In this episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz are joined by Katie Stockton of Fairlead Strategies. Katie is a Chartered Market Technician with decades of experience reading price action and technical indicators.
Fairlead Strategies Kevin Abbott on the Fairlead Tactical Sector ETF
On this episode of the Exchange, hear from Fairlead Strategies Kevin Abbott on the Fairlead Tactical Sector ETF (NYSE Arca: TACK)!
Technical analysis lies behind Fairlead’s ETF of ETFs
Connecticut-based Fairlead Strategies was the first ETF of ETFs winner in the ETF Express US awards, representing a new development in the fast-growing and fast developing industry.
Fairlead Strategies’ Stockton Makes The Case For Tactical Investing
Katie Stockton, CMT, Founder and Managing Partner of Fairlead Strategies, joined Keith Black, Managing Director of RIA Channel, to discuss the Fairlead Tactical Sector ETF (TACK).
The Exchange with Fairlead Strategies
On this episode of #TheExchange, live from Exchange: An ETF Experience, hear from the NYSE’s Douglas Yones and Fairlead Strategies Katie Stockton!
TACK-tical Approach
Katie Stockton, TACK Portfolio Manager joins Bob Pisani on ETF Edge. With fundamentals so cloudy, many are looking to technical and trend-following analysis.
Talking Tactical with Katie
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.
ETF 360: Q&A with Fairlead Strategies’ Katie Stockton
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.
https://fairleadfunds.com/tack
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Fairlead Launches Tactical Sector ETF: TACK
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.
TACK Just Launched, Offering U.S. Large-Cap Exposure Backed By Technical Analysis
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.
The New Market Momentum: Reading The Technical Indicators, June 15, 2021
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.
Fairlead Strategies’ Services
Fairlead Strategies provides technical analysis to investors through a tiered subscription model. Please click here to learn more. By clicking this link, you are leaving the fund website and will be redirected to the Fairlead Strategies website.
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.
