Does Seasonal Rotation Work?

Brooke Thackray, Research Analyst, Horizons ETFs Management, and Kim Inglis, Portfolio Manager at Raymond James Canada join us for a fascinating deep dive looking at 'seasonal rotation' investment strategy, the revealing and repetitive behavioural patterns that define key undercurrents in markets, and how he approaches the nuanced task of navigating annual seasonal uptrends and downtrends across a variety of equity markets, equity sectors, the bond market, and other asset categories.

Brooke Thackray provides the research and analysis that guides the Horizons Seasonal Rotation ETF, ticker HAC. We quickly set aside the question of "How has the Seasonal Rotation strategy worked?" and get into the nuts and bolts of Thackray's research and implementation – "How do you do it?"

It's noteworthy to mention here that HAC is Canada's longest tenured actively-managed, multi-asset strategy ETF.

What you'll discover is that Thackray's approach to seasonal rotation, and the technical analysis work that supports the strategy's strict, but flexible, and systematic approach has for the better part of 12 years, been an underloved darling among actively managed ETFs.

Enjoy the episode! Like, follow, and subscribe to our channel, and leave us a comment. Please help us get the word out and grow our following.

Where to find Brooke Thackray:

Brooke Thackray on LinkedIn

Brooke Thackray – alphaMountain

Horizons Seasonal Rotation ETF (HAC)

Where to find Kim Inglis:

Kim Inglis on Linkedin

Kim Inglis – Inglis Private Investment Counsel

Kim Inglis – Raymond James Canada

Where to find the Raise Your Average crew:

ReSolve Asset Management

ReSolve Asset Management Blog

Mike Philbrick on Linkedin

Rodrigo Gordillo on Linkedin

Adam Butler on Linkedin

Pierre Daillie on Linkedin

Joseph Lamanna on Linkedin

AdvisorAnalyst.com

*****

"You don't have to be brilliant, just wiser than the other guys, on average, for a long time." Charlie Munger

Welcome to Raise Your Average, our deep dive journey into learning from the people and process behind the world of investing. Through conversations with leaders in the investments game, we peel back the layers of the onion on how these holders of the keys to the kingdom allocate their time, their energy, and their dollars.

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