Hedgeye Asset Management

Hedgeye Asset Management is an SEC Registered Investment Adviser that manages exchange traded funds, indices and model portfolios, utilizing Hedgeye research.

[Hedgeye Asset Management @HedgeyeAM]

Neil Howe @HoweGeneration predicted decades ago that a crisis around 2020 would mark a major historical turning point.

At @WSJ’s flagship Future of Everything event, Howe explains why the next phase of this chaotic Fourth Turning could bring an even bigger global reset.

His framework underpins $HEFT.

https://t.co/pwP7J02F9s

This material should not be relied upon as investment, tax or legal advice, does not constitute a recommendation to buy or sell a security or other investment and is not intended to predict or depict performance of any investment. Investors must consult their tax advisor or legal counsel for advice and information concerning their particular situation.

For more information, including holdings and strategy, visit https://t.co/prHu1uyWEY

[Hedgeye Asset Management @HedgeyeAM]

Most investors know index funds are massive. But most investors don’t think about what happens when a company gets added to a major index. Forced buying can create opportunity.

That is the idea behind $ADDS, the new Hedgeye Index Adds ETF.

ADDS is designed to identify companies before they enter major U.S. indexes, then exit when the index-addition catalyst is realized.

The process is disciplined and executed by PM Brooks Cutright:

Target the setup.
Size the risk.
Respect liquidity.
Exit by rule.

That’s the @Hedgeye approach. Opportunity matters. Process matters more.

For important investor information, including prospectus and risk considerations, visit: https://t.co/tgMGxSEu9P

[Hedgeye Asset Management @HedgeyeAM]

Introducing $ADDS.

The Hedgeye Index Adds ETF is an active ETF managed designed to target companies before they are added to major U.S. indexes.

Why it matters: when a company is added to a major index, index funds often have to buy it. ADDS seeks to position ahead of that forced buying.

The strategy is built and executed by PM Brooks Cutright around process:

Proprietary models.
Probabilistic forecasts.
Defined exits.
Monthly rebalance.
Liquidity discipline.
20% per-name cap.

This is a systematic approach to a specific market opportunity.

Not generic equity exposure.
Not traditional stock picking.
A differentiated source of return rooted in flow timing and @Hedgeye Risk Management.

For important investor information, including prospectus and risk considerations, visit: https://t.co/tgMGxSEu9P

[R. Patrick Kent (RPK) @RPKent]

"The Machine Runs on Liquidity" | Protect the Pile Episode 12 https://t.co/y1sTUSnIcL via @hedgeye

[R. Patrick Kent (RPK) @RPKent]

"Protect the Pile" is moving to a weekly show! @SamofAmerica and I will be recording later this morning. @hedgeye nation send us some questions if you have anything you want us to address. @HedgeyeAM @KeithMcCullough

[Hedgeye @Hedgeye]

https://t.co/nYO0NP3EUF

[Hedgeye Asset Management @HedgeyeAM]

We launched the “Fourth Turning” ETF $HEFT six months ago on the premise that the next decade will look nothing like the last four.

Our two PMs @HoweGeneration and @RPKent aren't here to track an index. They're here to navigate a regime change.

$100 million threshold crossed as of 4/27/2026. More to come.

NYSE: $HEFT — https://t.co/Ln6fhhog2Z

[Hedgeye Asset Management @HedgeyeAM]

We are live at @Hedgeye Live!
@KeithMcCullough

[Hedgeye Asset Management @HedgeyeAM]

Most “growth” ETFs own 200 stocks and call it conviction.

$HGRO owns fewer than 50.
Focused. Macro-aware. Built for actual stock picking.

@SamofAmerica spent 15 years inside Fidelity’s family office managing a multi-billion-dollar public equity portfolio before launching this strategy.

He doesn’t closet-index.

$100M AUM as of 5/5/2026 and climbing...

NYSE: $HGRO — https://t.co/srRz9FqJkS

[Sam Rahman @SamofAmerica]

New PTP episode!

‘It's the Liquidity, Stupid' | Protect the Pile Episode 11 https://t.co/STRvK6X8jp via @YouTube

[Michael A. Blum @mablum]

HedgeyeLIVE is next week!
Tickets here: https://t.co/2Alo47IOd1.
Amazing guest lineup incl. John Spytek (Las Vegas Raiders GM), @Mike_Taylor1972 @GioValiante @DiMartinoBooth @HoweGeneration @HedgeyeAM @denniswhkwok and many more.

[David Salem @dsaleminvestor]

Borrowing a phrase from historian Doris Kearns Goodwin, this is “No Ordinary Time” for money managers. In the hope that folks following my work will find it illuminating, I’ve posted a note on recent market phenomena @HedgeyeAM's website: https://t.co/FlADYhvptt.

[Hedgeye @Hedgeye]

"What are investors missing right now as they look at quality growth stocks across the market?"

@SamofAmerica, portfolio manager at @HedgeyeAM, breaks it down.

[Keith McCullough @KeithMcCullough]

As good a fundamental recap as there is. All @Hedgeye Signals agree with Sam's @SamofAmerica longer fundamental views

[Hedgeye @Hedgeye]

https://t.co/D2nTOqKkBK

[Hedgeye @Hedgeye]

@dsaleminvestor @KeithMcCullough Get access to the full conversation: https://t.co/ycEOhzg94P

[Hedgeye @Hedgeye]

The HAM is BACK!

Inside the Portfolio: Where We’re Finding Opportunity Now

We'll be LIVE on X at noon today with three @HedgeyeAM portfolio managers Sam Rahman @SamofAmerica, R. Patrick Kent @RPKent, and David Salem @dsaleminvestor for a conversation with Hedgeye CEO @KeithMcCullough.

*** Tuesday, April 21 | 12:00pm ET | Watch live or on-demand.

Watch on 𝕏, or get access here: https://t.co/I5xKYDsr9v

[Hedgeye @Hedgeye]

The real war is a K-shaped economy with two sets of rules and zero accountability.

It's generational, institutional, and becoming obvious nearly 30 years after Neil Howe, $HEFT Portfolio Manager @HedgeyeAM, wrote about it in The Fourth Turning.

One generation is placing same-day options on a tweet.

The other is clutching their 60/40 portfolios like it's 1987.

Two generations. Zero process.

The Fourth Turning Is Here.