The Hull Tactical ETF (HTUS) was launched on June 25, 2015 with the objective of producing long-term appreciation through investments in the U.S. equity market regardless of the direction of the broader equity market. HTUS utilizes statistical analysis to evaluate an ensemble of factors designed to anticipate market direction. A Market Sentiment Score is derived from this analysis which serves as the basis for determining the optimal equity allocation within the fund. The fund’s exposure to equities may range from short 100% to long 200%. HTUS seeks to position the portfolio to allow participation in up markets and to avoid and profit from down markets. Hull Tactical Asset Allocation, LLC (Hull Tactical) serves as portfolio manager for the fund.
Hull Tactical Asset Allocation, LLC (HTAA, LLC) is an SEC registered investment advisor that was founded in 2013 by Blair Hull. HTAA, LLC is an independent, privately owned firm focused on quantitative asset management and long-term capital management. HTAA, LLC serves as an advisor to ETFs, 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.
Blair Hull is the Founder of Hull Tactical Asset Allocation, LLC, and has served as Managing Partner since its formation in 2013.
Prior to launching Hull Tactical Funds, Blair Hull founded Hull Trading Company and served as the firm’s Chairman and Chief Executive Officer from 1985-1999. A global leader in the application of computer technology to listed derivatives trading, Hull's company leveraged technological innovations and quantitative models to become one of the world's premier market-making firms, trading on 28 exchanges in nine countries. At its peak, Hull Trading Company moved nearly a quarter of the entire daily market volume on some markets, executed over 7% of the index options traded in the United States, 3% of the equity options, and 1% of all shares traded daily on the New York Stock Exchange.*
Following the sale of Hull Trading Company to Goldman Sachs, Hull went on to found Ketchum Trading, LLC in 2010, a privately held, proprietary trading firm in Chicago, Illinois.
Throughout his career in trading, Blair Hull’s multi-disciplinary approach has been responsible for the design and implementation of a steady stream of systematic innovations that have combined trading expertise with state-of-the-art technology and quantitative modeling.
Petra Bakosova is a financial engineer with background in algorithmic trading across multiple asset classes, mathematical modeling and risk management. Petra holds a Master of Science in Financial Mathematics degree from the University of Chicago.
* (SOURCE: Fishman, Ted (2009). "Wall Street's 25 Smartest Players". [Worth Magazine].
Exchange Traded Concepts, LLC serves as the investment adviser. HTAA, the investment sub-adviser, and Vident Investment Advisory LLC, the trading sub-adviser, serve as sub-advisers. The Funds are distributed by SEI Investments Distribution Co. (1 Freedom Valley Drive, Oaks, PA 19456), which is not affiliated with Exchange Traded Concepts, LLC or any of its affiliates. Check the background of SIDCO on FINRA’s BrokerCheck.