In this episode of Behind the Ticker, we sit down with Katie Stockton, founder and managing partner of Fairlead Strategies, to delve into the philosophy and mechanics behind the TACK investment strategy and explore the offerings of her firm.
With her vast experience and a unique perspective on market trends, Stockton discusses the foundations of technical analysis that underpin the TACK strategy. She elaborates on the importance of a disciplined, long-term approach, emphasizing how TACK's method of relying on monthly data helps mitigate risks and navigate the complexities of the financial markets.
The discussion also sheds light on Fairlead Strategies' commitment to providing robust, research-driven insights and how the firm supports investors through thought leadership, regular market analysis, and educational content. Stockton's expertise illuminates the pathway for both individual and institutional investors seeking a deeper understanding of technical analysis and its practical implications in portfolio management.
THOR supports forward-thinking advisors who believe data and research is essential in providing their clients differentiated and productive investment advice. THOR Financial Technologies, LLC, in the course of its model portfolio business, does not custody assets or trade client assets. When providing model portfolio services, THOR Financial Technologies provides registered investment advisors with suggested asset allocations and model weightings as it relates to ETF’s, Stocks, Mutual Funds, and Bonds. In such cases, it is the third-party investment advisor's sole discretion to act on the information provided.