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Fairlead Strategies LLC
Fairlead Strategies LLC was founded by Katie Stockton, a Chartered Market Technician (CMT) with over 15 years of experience in technical analysis.
Fairlead Strategies LLC
Fairlead Strategies LLC was founded by Katie Stockton, a Chartered Market Technician (CMT) with over 15 years of experience in technical analysis. The firm focuses exclusively on technical analysis, offering research that blends quantitative indicators with chart pattern recognition to generate trade ideas and risk management signals. The firm covers a broad range of asset classes, including U.S. equities, international equities, sector ETFs, commodities, currencies, and fixed income. Its methodology is rules-based, incorporating measures such as moving averages, relative strength, stochastics, and MACD to identify entry and exit points. Fairlead Strategies publishes daily, weekly, and monthly research notes for subscribers and also provides custom advisory work for institutional clients. The firm does not manage third-party assets; it operates as a research and advisory boutique. Katie Stockton is the firm's founder and sole named principal. Prior to launching Fairlead Strategies, she served as Chief Technical Strategist at MKM Partners and was a technical analyst at Morgan Stanley. The firm markets its services to hedge funds, pension funds, endowments, and family offices seeking independent technical guidance. Fairlead Strategies operates as a pure-play technical research firm, differentiating itself from macro strategists and fundamental analysts. Its structural advantage lies in its specialization: Stockton provides unfiltered, actionable technical calls without the conflicts of managing a trading book or selling products.
General information
Firm type
other
Year founded
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AUM
Undisclosed
Location
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City
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Corporate office
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Sector focus
Frequently asked questions
Who makes the investment decisions at Fairlead Strategies?
Katie Stockton is the founder and sole principal responsible for all research output. She brings over 15 years of experience as a technical analyst at MKM Partners and Morgan Stanley (per public record).
Does Fairlead Strategies manage capital or only provide research?
Fairlead Strategies does not manage external capital. It operates as an independent research boutique, providing technical analysis reports and custom advisory services to institutional clients (per the firm's public communications).
How does Fairlead Strategies generate trade signals?
The firm applies a rules-based methodology combining trend-following indicators like moving averages with counter-trend oscillators such as stochastic readings and MACD. Signals are applied across multiple time frames—daily, weekly, and monthly—across asset classes.
What asset classes does Fairlead Strategies cover?
Fairlead Strategies covers U.S. equities, international equities, sector ETFs, commodities, currencies, and fixed income instruments. Its research spans both individual securities and broad market indices (per the firm's website).
Is Fairlead Strategies affiliated with a larger financial institution?
No. Fairlead Strategies is an independent, privately held firm founded by Katie Stockton. It has no corporate parent or institutional sponsor.
How does Fairlead Strategies compare to fundamental research firms?
Fairlead Strategies exclusively employs technical analysis—studying price patterns, volume, and momentum—rather than analyzing financial statements or economic data. This makes it a specialized alternative to traditional fundamental research providers.
What is the firm's stance on risk management?
Fairlead Strategies integrates risk management into its research by providing clear stop-loss and take-profit levels on each trade idea, based on identified support and resistance points. Subscribers receive ongoing updates to adjust positions as market conditions change.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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