Bull or Bear?
Don't Care.
The Even Herd Long/Short ETF (EHLS) seeks profits in both bull and bear markets, seeking to provide a hedge against declines while maintaining upside potential.
A Better Approach to Core Equity
Even Herd Long/Short ETF
Ticker: EHLS
Designed as a core equity holding for any market environment, with four key advantages: attempting to capture excess return from shorting stocks, guided by a proprietary system, incorporating dynamic sector allocation, and diversifying to reduce single security risks.
01
Bulls invited. Bears welcome.
The long/short strategy tries to remove market timing risks by seeking extra return from short positions that also provide a natural hedge during broad equity downturns. Bull and bears coexist at the individual stock level, which the strategy seeks to take advantage of these divergences, rather than relying on indices.
02
Unconstrained Style. Relative Momentum-Based
Leveraging a proprietary algorithm to capture gains from top-performing stocks across any market cap or factor tilt, staying invested where the market is moving without being constrained by style boxes.
03
Dynamic Sector Positioning.
The strategy dynamically shifts with market trends by overweighting leading sectors and reducing exposure to laggards, strategically emphasizing concentrations in sectors demonstrating outperformance.
04
Expansive Holdings. Controlled Risk.
Position sizes are carefully capped to ensure diversification and mitigate reliance on individual securities, while industry diversification is also considered to sustain its effectiveness as a core equity holding.
EHLS
Even Herd Long/Short ETF
Built out of necessity
Even Herd emerged to address a void in diversified, active portfolio management for advisors that was indifferent to market timing and focusing on the disparities of individual stock returns. The investment strategies were built to withstand any impending market environment, even if we find ourselves in a new era marked by rising rates and higher inflation.
WHY INVEST IN EHLS?
You shouldn't have to be concerned with market timing for your core strategies.
Most core strategies rely on diversification but require riding through market volatility, leaving investors to "hold on" during downturns. At Even Herd, we believe there’s a better way. Whether the markets are heading for their longest bull run yet or transitioning into the next lost decade, EHLS seeks to ride emerging waves while shorting those in decline at the individual stock level, where bulls and bears always coexist. By dynamically adjusting with the markets, the fund aims to take advantage of divergences in individual stocks, offering a more adaptive approach to navigating uncertainty, allowing both upside participation and a natural hedge from broad downturns.
01
Proprietary System
At the core of Even Herd’s strategy is a proprietary system, first developed a decade ago and recently enhanced for greater robustness and modern technological capabilities. The upgraded system empowers EHLS to more effectively navigate market trends, allowing the fund to adapt dynamically to evolving market conditions.
02
Bull and Bears
Additional alpha can be generated through shorting stocks, as bull and bear opportunities coexist every year—it's all about knowing how to identify them, a process we rely on our proprietary system to execute.
03
Dynamic Sector Allocation
Leveraging our system, EHLS aims to overweight outperforming sectors while minimizing exposure to lagging ones, providing an additional layer of support to help stabilize the fund during turbulent times.
THE PREMIER EQUITY CORE
Agile
Not forced to focus on style tilts, so the strategy can navigate where markets are moving
Resilient
Built-in hedge to help mute downturns when high correlation declines occur
Diversified
Seeks to lessen single security impacts by remaining diversified