Hedgeye launches new actively managed ETF under veteran manager

Published 01/07/2025, 16:14
Hedgeye launches new actively managed ETF under veteran manager

NEW YORK - Hedgeye Asset Management, LLC (HAM) launched its Hedgeye Capital Allocation ETF (NYSE:HECA) on Tuesday, according to a company press release. The ETF is currently trading at $24.93, showing stable performance since its debut.

The actively managed fund seeks long-term capital appreciation while aiming to avoid drawdowns exceeding 15%. It will be managed by David Salem, who previously oversaw more than $8 billion for over 800 endowed charities as president and chief investment officer of The Investment Fund for Foundations.

HECA employs a "go anywhere but not everywhere" approach to asset allocation, primarily investing in passively managed ETFs with the goal of maintaining low turnover. The fund utilizes a rules-based process centered on a proprietary algorithm called Hubble, which ranks securities based on Hedgeye’s macroeconomic data framework called "Quads" and market-derived data referred to as "Signals."

Keith McCullough, Hedgeye’s CEO, said Salem "is an experienced allocator whose integrity and investment discipline speak for themselves."

The fund is designed to serve as an all-weather allocation solution for long-term investors, according to the company.

As a newly formed adviser without previous ETF management experience, HAM notes potential risks for investors. The fund is non-diversified, meaning it may invest a large percentage of assets in particular issuers, potentially increasing vulnerability to poor performance from limited investments.

The ETF trades on the New York Stock Exchange and is distributed by Foreside Fund Services, LLC.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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