Hedgeye Asset Management
Overview
Hedgeye Asset Management, LLC (HAM) is a subsidiary of Hedgeye Risk Management, LLC, focusing on delivering institutional-quality research and investment strategies. HAM offers a range of investment products, including exchange-traded funds (ETFs), model portfolios, and indices, leveraging Hedgeye's proprietary research and risk management frameworks. The firm aims to democratize access to world-class investment insights by providing these products to a broader audience. HAM's investment approach is characterized by a 'Go Anywhere, Not Everywhere' philosophy, selecting from a global array of equity, bond, commodity, and currency ETFs. The firm typically holds no more than 35 positions, with no mandatory exposures, and employs a proprietary algorithm that assesses both capital flows and macroeconomic fundamentals to determine holdings and their proportions. This strategy seeks to maximize total returns over multiple global stock market cycles while limiting peak-to-trough declines to 15%. The firm's investment team includes seasoned professionals such as Chief Investment Officer John McNamara, who oversees the investment strategies, and portfolio managers like David Salem and Sam Rahman. Salem previously served as President and Chief Investment Officer of The Investment Fund for Foundations (TIFF), overseeing more than $8 billion on behalf of over 800 endowed charities. Rahman joined HAM after a 15-year tenure at Crosby Advisors, the Fidelity family office, where he managed a multi-billion-dollar strategy focused on long-term capital appreciation. Their expertise aligns with Hedgeye CEO Keith McCullough's vision of democratizing access to world-class investment research, making it available to all investors through HAM's offerings.
Investment Focus
- Accredited Investor
- Investment Horizon: 3–5 years
- Risk Tolerance: High
- Investment Strategy: Active Management
- Liquidity: Quarterly Redemption
- Fees: Management Fee: 1.5%, Performance Fee: 20% of profits
- Subscription: Monthly
- Redemption: Quarterly
- Lock-Up Period: 1 year
- Eligible Investors: Qualified Purchasers
- Investment Vehicles: Hedgeye Capital Allocation ETF (HECA), Hedgeye Quality Growth ETF (HGRO), Hedgeye Fourth Turning ETF (HEFT)
Portfolio Companies
Reach Hedgeye Asset Management directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Hedgeye Asset Management
What sectors does Hedgeye Asset Management invest in?
Hedgeye Asset Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Connecticut, United States. Hedgeye Asset Management is listed as a hedge fund in the ConnectSafely investor database.
What stage does Hedgeye Asset Management invest at?
Hedgeye Asset Management backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does Hedgeye Asset Management invest in?
Hedgeye Asset Management invests across United States, United Kingdom, Canada, Germany, Japan and Australia.
What companies has Hedgeye Asset Management invested in?
Hedgeye Asset Management's portfolio includes Apple, Microsoft, Amazon, Alphabet, Facebook, Johnson & Johnson, ExxonMobil and Procter & Gamble.
Last updated · Source: ConnectSafely investor database
