Fairlead funds are backed by the national credibility and tactical strategy of an experienced professional.
Katie Stockton, CMT is Founder and Managing Partner of Fairlead Strategies, LLC, an independent research firm and investment advisor focused on technical analysis. Prior to forming Fairlead Strategies, Katie spent more than 20 years on Wall Street providing technical research and advice to institutional investors. Most recently, she served as Chief Technical Strategist for BTIG for four years, and prior to that Chief Market Technician at MKM Partners for nine years. She also worked for technical strategy teams at Morgan Stanley and Wit Soundview.
With help from the Fairlead Strategies team, Katie provides research and consulting services to institutions and individuals, and she is the investment manager for TACK. Katie received her Chartered Market Technician (CMT®) designation in 2001, and later served as Vice President of the CMT Association from 2012 to 2016. In 2017, 2019, 2020, and 2021 she was honored by The Technical Analyst, a U.K. based publication, for her work.
Katie graduated with honors from the University of Richmond with a BSBA, and she now serves on the business school’s Executive Advisory Council. She is a member of the Endowment Investment Committee for her church. Katie frequently shares her views on CNBC and other financial news networks, and often speaks at industry events and conferences.
Katie Stockton in the Media
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Fairlead Strategies launched its first investable product on the NYSE today, offering advisors a new approach to gaining strategic U.S. large-cap equity exposure backed by technical analysis.
Momentum, from an investment perspective, is not a new phenomenon. Since the earliest days of markets, investors have sought to jump on price trends, with the routine drudgery of analyzing fundamentals often taking a back seat.