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Katie Bar the Door
The Compound and Friends
Katie Stockton's ETF Success
- Katie Stockton, founder of Fairlead Strategies, launched the Fairlead Tactical Sector ETF (TAC) in 2022.
- The ETF has been successful and is frequently referenced.
- Active ETFs, like TAC, are gaining popularity, offering potential returns and risk profiles similar to private funds but with lower fees and greater transparency.
- Advisors are still learning how to best incorporate active products into client portfolios, as they don't always fit neatly into traditional categories.
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