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Katie Bar the Door

The Compound and Friends

ANECDOTE

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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