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Toews Agility Shares Launches New Hedged Equity ETF

Toews Asset Management, a prominent boutique investment firm specializing in managed risk strategies, is set to launch its new product, the Toews Agility Shares Hedged Risk ETF (ticker: HRSK), on June 15, 2026. This innovative fund is designed to meet the needs of investors seeking to achieve long-term capital growth while ensuring a robust strategy for risk management.

Unique Investment Strategy

The HRSK ETF combines exposure to U.S. large-cap equities with a dynamic hedging approach. This dual-action strategy aims to provide investors with the potential for income and growth in their portfolios while significantly limiting downside risks, particularly in volatile market conditions.

As Phillip Toews, CEO of Toews Asset Management, articulates, “HRSK was engineered to help advisors diversify out of concentrated positions or adopt hedged equity strategies in portfolios without incurring taxes.” The product's philosophy stems from over 30 years of behavioral finance research, looking at how market volatility impacts investor decisions.

Tax-Efficient Transition

To facilitate a smooth transition for new investors, the HRSK ETF will be seeded via a Section 351 ETF exchange. This method allows eligible investors to swap appreciated assets into the new ETF structure on a tax-deferred basis. Consequently, they can retain the original cost basis, enabling financial advisors to reposition their clients’ assets without incurring immediate capital gains tax liabilities. Eben Burr, President of Toews Asset Management, emphasizes the significance of this feature by stating, “A Section 351 ETF exchange addresses a significant friction point for advisors and their clients.”

Target Audience

HRSK’s innovative approach also appeals to risk-averse investors and those nearing retirement. The ETF is tailored to those who wish to prioritize long-term growth while minimizing the impact of market declines on their investments. A key goal for Toews Asset Management is to provide financial professionals with high-conviction tools that allow for the building of resilient and diversified portfolios, even during market stress.

Key Attributes of HRSK

• - Dynamic Risk Management: The ETF offers a responsive approach to risk management that increases protection measures as market conditions decline.
• - Unrestricted Growth Potential: With the design allowing participation in U.S. equity momentum, the fund does not impose any performance caps, enabling investors to capitalize fully on market upswings.
• - Prepared for Retirement Needs: As it is strategically crafted for hesitant investors, HRSK seeks to fulfill long-term income objectives while guarding against potential losses.

Cory Kendall, Managing Director of Sales at Toews, adds, “The goal is to help clients stay invested even during periods of significant market stress.”

Fund Profile

• - Fund Name: Toews Agility Shares Hedged Risk ETF
• - Ticker: HRSK
• - Launch Date: June 15, 2026
• - Investment Objective: To deliver long-term capital growth and income while minimizing risk.
• - Core Exposure: Focused on U.S. Large-Cap stocks, including components of the S&P 500, ETFs, and index futures.

For further insights on the HRSK ETF, interested investors can visit the Toews Asset Management website or read about Phillip Toews’ behavioral finance philosophy in his acclaimed book, The Behavioral Portfolio®.

As Toews continues to innovate within the realm of managed risk investment products, the Hedged Risk ETF represents a significant advancement in their strategy aimed at providing better risk-adjusted returns for clients.

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This is an exciting development for investors looking for a balanced approach to equity investment, especially in uncertain markets. The upcoming launch of the HRSK ETF is something to keep an eye on as it aligns with the evolving needs of the investment community.