Fairlead Asset Management

Fairlead Asset Management

Stockton founded Fairlead in 2018 after serving as Chief Technical Strategist at BTIG and holding similar roles at MKM Partners and Wit SoundView. She built the firm around her proprietary technical methodology — a disciplined, indicator-driven approach that removes subjective chart interpretation in favor of strict risk-management rules. That framework underpins every product the firm offers. The firm runs a concentrated set of strategies, all rooted in technical analysis. Its flagship is TACK, an ETF that shifts across US equity sectors — and into cash or Treasuries — based on momentum, relative strength, and moving-average signals. A second vehicle, the Fairlead Tactical Rotation ETF (TACKX), applies a similar systematic process to a broader universe of ETFs representing equities, fixed income, and commodities. The firm also manages separate accounts and provides tactical-overlay services for advisors. Positions are held for weeks to months, not days; the models aim to capture major directional trends while cutting exposure during extended downturns. Fairlead operates from Stamford, Connecticut, with a lean team built around Stockton's research and portfolio-management leadership. The firm distributes through ETF channels and registered investment advisor platforms — a structure that puts its strategies on the same trading rails as passive index funds. As of early 2026, the firm's live ETF products and model-portfolio licensing business represent a scaled technical-analysis franchise with few direct competitors in the actively managed ETF space. What separates Fairlead from generic tactical managers is the depth of its signal library. Stockton's team tracks roughly 40 technical indicators per asset, compiling them into composite gauges that govern portfolio allocations. The models never override their own rules, which creates a fully auditable decision trail — unusual for strategies often dismissed as 'chart reading.' That systematic rigor, embedded in a vehicle any brokerage account can trade, defines the firm's structural edge.