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Upturn AI SWOT - About
Even Herd Long Short ETF (EHLS)
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Upturn Advisory Summary
08/14/2025: EHLS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 7.22% | Avg. Invested days 58 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 18.47 - 23.58 | Updated Date 06/30/2025 |
52 Weeks Range 18.47 - 23.58 | Updated Date 06/30/2025 |
Upturn AI SWOT
Even Herd Long Short ETF
ETF Overview
Overview
The Even Herd Long Short ETF aims to generate absolute returns by employing a long/short equity strategy. It seeks to capitalize on market inefficiencies and trends by dynamically allocating capital to both long and short positions in various sectors.
Reputation and Reliability
Information about the issuer's reputation and reliability is not available in the public domain.
Management Expertise
Information about the management expertise responsible for the ETF is not available in the public domain.
Investment Objective
Goal
The primary investment goal of the Even Herd Long Short ETF is to achieve capital appreciation by utilizing a long/short equity investment strategy.
Investment Approach and Strategy
Strategy: The ETF uses a long/short equity strategy, identifying overvalued and undervalued securities, and taking corresponding positions. It aims to deliver positive returns regardless of overall market direction.
Composition The ETF typically holds a mix of long and short equity positions across various sectors. Specific details on current holdings are not readily available.
Market Position
Market Share: Data on the ETF's market share is not available publicly.
Total Net Assets (AUM): Information on total assets under management is not available.
Competitors
Key Competitors
- QMN (Simplify Volt Robo Global Automation & Technology)
- BTAL (AGF U.S. Market Neutral Anti-Beta)
- LALT (Simplify US Equity PLUS Downside Convexity)
Competitive Landscape
The competitive landscape of long/short equity ETFs is moderately competitive. Even Herd Long Short ETF's success hinges on its ability to generate alpha consistently through its long/short strategy. Advantages could include superior stock selection skills or unique risk management techniques, while disadvantages could include higher fees compared to passive ETFs.
Financial Performance
Historical Performance: Historical financial performance data is not available.
Benchmark Comparison: Due to a lack of available data, benchmark comparison is not possible.
Expense Ratio: The expense ratio of the ETF is not available in the public domain.
Liquidity
Average Trading Volume
Data on average trading volume is unavailable.
Bid-Ask Spread
Data on the bid-ask spread is unavailable.
Market Dynamics
Market Environment Factors
Performance of the ETF is highly influenced by market volatility, sector rotation, and the efficacy of its long/short strategy.
Growth Trajectory
Due to limited available information, including AUM and inception date, the growth trajectory of this ETF cannot be assessed
Moat and Competitive Advantages
Competitive Edge
The Even Herd Long Short ETF attempts to derive an edge through active management and a disciplined long/short approach. Its success is dependent on the fund manager's ability to identify opportunities in both overvalued and undervalued securities. The ETF's differentiation lies in its specific stock selection and risk management strategies, which aim to deliver consistent returns, regardless of market direction. A crucial factor is the accuracy of its market forecasts and its ability to minimize losses during adverse market conditions.
Risk Analysis
Volatility
Due to a lack of historical data, the ETF's volatility cannot be assessed.
Market Risk
The ETF is exposed to market risk through its long positions and short-selling risk through its short positions. Sector-specific risks also exist based on sector allocations.
Investor Profile
Ideal Investor Profile
The Even Herd Long Short ETF may appeal to investors seeking absolute returns and diversification from traditional market exposure. Investors should have a moderate to high risk tolerance.
Market Risk
This ETF may be suitable for investors with a medium to long-term investment horizon, seeking uncorrelated returns and portfolio diversification.
Summary
The Even Herd Long Short ETF aims to provide investors with absolute returns through a long/short equity strategy. The fund's success hinges on its stock selection, risk management, and overall market forecasting abilities. It is designed for investors seeking diversification and potentially uncorrelated returns. Due to data scarcity, a thorough analysis is limited. Further due diligence is needed before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The data provided is based on available information and may not be entirely accurate or up-to-date. Investment decisions should be based on independent research and professional advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Even Herd Long Short ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund, an actively-managed ETF, seeks to achieve its investment objective by taking both long and short positions in equity securities. Even Herd, LLC, the fund"s sub-adviser, employs its proprietary algorithm to manage the fund"s portfolio, seeking to maintain a consistent 100% long exposure to equity securities. In addition, the fund"s short exposure will vary between 10% to 60%.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.