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Watch the herd. Catch the trends. Even Herd.

ETF Manager ActiveLiquidLong/ShortDiversified

Specializing in crafting liquid ETF solutions designed for the needs of fiduciary institutions, such as financial advisors, Even Herd’s strategies focus on being independent of market timing, leveraging a proprietary system to mitigate performance downturns. EHLS, Even Herd’s inaugural ETF, positions itself as the primary core equity option for a broad range of clientele and investors. Simply put, Even Herd is looking to catch the trends by watching the herd, seeking to run with the bulls or short the bears, no matter the market environment.

Bulls Invited

Leveraging a proprietary in-house system, Even Herd seeks to meticulously identify bullish frontrunners, committing capital to these equities as they sustain their upward trajectory. It is our conviction that a bull market invariably exists somewhere; it’s just finding it, which is what the system is designed to do.

Bears welcome

Just as the system identifies market leaders, it uses a mirrored approach seeking to detect underperformers, utilizing a system to short them strategically. This approach can provide a hedge in diverse market conditions, aiding a portfolio that can be agnostic to timing. As with bulls, bears should always be able to be found somewhere too.

Meet Leon

A fictitious advisor, Leon, discovered that EHLS addressed many challenges inherent in his practice’s portfolio management. Follow along with his journey, while he grapples with hedging, market timing, and passive investing, to uncover how Leon was able to find EHLS that emerged as a solution to his advisory paints.

Even Herd’s Long Short ETF

EHLS
EHLS, Nasdaq Listed

Even Herd presents its maiden offering, EHLS listed on Nasdaq, granting both long exposure to market leaders coupled with a short overlay to market laggards utilizing individual equities for greater performance divergence, all offered within a liquid ETF. It strives to be the premier liquid equity core holding agnostic to market timing for financial professionals, potentially benefiting a portfolio in any environment.

Even Herd’s inaugural public offering, EH Long Short ETF (EHLS), has been meticulously designed to position itself as the quintessential core equity position for discerning financial professionals and their esteemed clientele. Utilizing a harmonious blend of both long and short strategic approaches and a deep belief in maintaining diversification, this fund emphasizes singular stock selections, ensuring optimal market exposure by accentuating industry leaders whilst simultaneously hedging against underperforming entities.

It invests in the best of the bulls and shorts the worst of the bears.

Irrespective of prevailing market conditions, EHLS aspires to serve as the preferred investment strategy, utilizing a long short approach and eschewing the need for market timing. This approach is underscored by its persistent endeavor to extend its position with market frontrunners whilst hedging against the underachievers, maintaining an average net equity exposure proximate to 50% under most circumstances. The fund’s ambition is to offer more stable total returns, delivering superior performance with diminished volatility over both a short and extended time horizon, thus ensuring a more consistent return trajectory for its investors, not dependent on timing or bias.

EHLS: Built for Fiduciaries

Financial Professionals

Tired of inadequate hedging strategies? Frustrated with market timing? Exhausted from lulls in performance? Want exposure to top-performing stocks but just aren’t sure how to manage it? Concerned with current economic conditions and just not sure where to invest? Leon was too until he found Even Herd. Read his fanciful story to see how Even Herd might be able to help you.

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Watch the herd. Catch the trends. Even Herd.

Copyright 2024, Even Herd, LLC – All Rights Reserved.
Before investing, you should carefully consider the Fund’s investment objectives, risks, charges, and expenses. This and other information is in the prospectus. A prospectus may be obtained by clicking here. Please read the prospectus carefully before you invest.
Since the Funds are actively managed, they do not seek to replicate the performance of a specified index. The Funds, therefore, may have higher portfolio turnover and trading costs than index-based funds.
“Long” and “short” are investment terms used to describe ownership of securities. To buy securities is to “go long.” The opposite of going long is “selling short.” Short selling is an advanced trading strategy that involves selling a borrowed security. Short sellers make a profit if the price of the security goes down and they are able to buy the security at a lower amount than the price at which they sold the security short. The Fund uses short sales and derivatives (options), both of which may involve substantial risk. The loss on a short sale is in principle unlimited since there is no upward limit on the price of a shorted asset. The potential loss from a derivative may be greater than the amount invested due to counter-party default; illiquidity; or other factors. The Fund may hold illiquid assets which may cause a loss if the Fund is unable to sell an asset at a beneficial time or price. The Fund will suffer a loss if it sells a security short and the value of the security rises rather than falls. It is possible that the Fund’s long positions will decline in value at the same time that the value of its short positions increase, thereby increasing potential losses to the Fund.
Momentum Investing Risk. Securities that have previously exhibited price momentum may be more volatile than a broad cross-section of securities and their returns may be less than the returns of the overall stock market or other styles of investing.
Leverage Risk.The Fund utilizes leverage in its investment program. The use of leverage allows the Fund to make additional investments, thereby increasing its exposure to assets, such that its total assets may be greater than its capital.
High Portfolio Turnover Risk.The Fund may actively and frequently trade all or a significant portion of the Fund’s holdings. A high portfolio turnover rate increases transaction costs, which may increase the Fund’s expenses.
Models and Data Risk. The composition of the Fund’s portfolio is heavily dependent on investment models developed by the Sub-Adviser or third-parties as well as information and data supplied by third parties (“Models and Data”).
Foreign Securities Risk. Investments in securities of non-U.S. issuers involve certain risks not involved in domestic investments and may experience more rapid and extreme changes in value than investments in securities of U.S. companies.
Derivatives Risk. The Fund’s derivative investments have risks, including the imperfect correlation between the value of such instruments and the underlying assets or index; the loss of principal, including the potential loss of amounts greater than the initial amount invested in the derivative instrument; the possible default of the other party to the transaction; and illiquidity of the derivative investments.
New Fund Risk. The Fund is a recently organized management investment company with no operating history. As a result, prospective investors do not have a track record or history on which to base their investment decisions.
Foreside Fund Services, LLC, Distributor | Tidal ETF Services, Launch and Structure Partner
Even Herd, Foreside Fund Services, and Tidal ETF Services are not affiliated.
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