ETFEA is a collaboration between the senior leadership of Lunt Capital Management and First Bridge Data:

Lunt Capital Management

Lunt Capital Management, Inc. is an SEC registered advisor, based in Salt Lake City, Utah. Lunt Capital offers a variety of unique, rules-based, tactically managed investment strategies for a range ofinvestment objectives, from conservative to aggressive. These investment strategies are available to individual investors as well as third-party asset management solutions to financial advisors.

Institutional Experience

Members of the Lunt Capital team have unique and valuable experience participating with government, academic, and non-profit institutions. This institutional investment mindset is integrated throughout our portfolios and investment strategies.

Tacitcal ETF Portfolios

Lunt Capital seeks to add value to investment portfolios through the tactical management of investments across asset classes. We use cost effective, transparent, liquid ETFs as the primary building blocks of our portfolios.

Specialty Diversification

While diversification is an accepted investment pillar, Lunt Capital dives deeper into sub-assets to identify and exploit return disparities among the sub-components of broad asset classes. We also diversify across time frames and tactical rotation strategies.

Objective Process

Emotion and subjectivity are persistent obstacles to long-term investment success. Lunt Capital avoids these common, but often harmful, behavioral obstacles by closely following a rigorous, objective investment process.

Risk-Focused Approach

Simple math demonstrates the importance of effective risk management. A loss of 25% requires a gain of 33% just to break even. Lunt Capital is constantly evaluating the risks in portfolios and adjusting to ever-changing market environments.

 

FIRST BRIDGE 

First Bridge provides data & analytics that help to quickly generate investment insights & monitor risk for Exchange Traded Funds (ETFs). Our clients are asset managers and financial software platforms, and they tend to be innovative, early adopters of ETF products & data. We collaborate closely with our clients, often creating new & unique datasets for global ETFs. This includes daily ETF holdings, comparison tools and ETF risk monitoring dashboards.

The First Bridge team combines deep expertise in the Indexing & ETF domain with skills in statistical programming and data visualization. Our team members have been involved in launching new indices & ETFs, as well as building systems to classify and analyze large data sets.

Why We're Growing:

Historically, investors who wanted access to a specific investment strategy would buy baskets of individual securities or use specialized managers. This was often research intensive & expensive. The introduction of ETFs changed this - it now gave them tradable, transparent, low cost access to specific asset classes & strategies. This resulted in an explosion in the availability of ETF products. Consequently, there is a need for institutional quality data & tools to analyze, compare and monitor ETFs. First Bridge addresses this problem by creating high quality ETF data & analytic dashboards that integrate directly into a professional investor's workflow.

Our products are delivered in two ways:

  • Data feed: Designed for clients that want an institutional quality ETF data feed for their internal research or external applications.
  • Web-based visualizations: Designed for analysts and professional investors focused on the ETF space. Provides interactive access to the global ETF universe, with the ability to run interactive reports and download raw data files. This includes a breakdown of listings by region, smart beta analysis and new listings globally.

Our Values:

  • Deliver our services by being objective, reliable and independent.
  • Be thoughtful and balanced when evaluating the merits and risks of ETFs.
  • Partner closely with clients to create new data, tools and delivery formats.