#USA #ETF #Stamford #Hedgeye Capital Allocation #Hedgeye Quality Growth

Hedgeye Asset Management Celebrates One Year of Success with HECA and HGRO ETFs

Hedgeye Asset Management, a prominent name in investment management, is celebrating the one-year anniversary of its two actively managed exchange-traded funds (ETFs): the Hedgeye Capital Allocation ETF (NYSE: HECA) and the Hedgeye Quality Growth ETF (NYSE: HGRO). Both funds were launched in 2025 and have swiftly become vital options for investors looking to capitalize on Hedgeye's research-driven investment methodologies.

In just one year, HECA has amassed over $300 million in assets under management, while HGRO has surpassed $125 million. This remarkable growth highlights the increasing demand among investors for strategies that are both transparent and rooted in solid risk management principles.

In a recent statement, John McNamara, Chief Investment Officer at Hedgeye Asset Management, expressed pride in these achievements. He noted, "One year in, HECA and HGRO are doing exactly what we built them to do—bring Hedgeye Asset Management's disciplined, forward-looking investment process to a broader universe of investors."

Expanded Access and Investor Confidence

Both HECA and HGRO are now available on LPL Financial's platform, which significantly enhances access for financial advisors and their clients. McNamara remarked that the availability on such platforms reflects the trust that financial advisors and investors are placing in the Hedgeye team and their investment strategies.

The Hedgeye Capital Allocation ETF (HECA) is an actively managed fund designed to invest across various asset classes, sectors, and geographical areas. It aims to leverage market opportunities while managing downside risk effectively. David Salem, the Portfolio Manager for HECA, stated, "HECA was built for investors who understand that capital allocation is not a static exercise. Our strategy emphasizes flexibility and the constant assessment of where the risk/reward balance is most favorable. Achieving over $300 million in assets in our inaugural year validates our strategy."

Meanwhile, the Hedgeye Quality Growth ETF (HGRO), managed by Sam Rahman, targets high-quality growth companies characterized by durable business models and strong competitive positions. Rahman noted, "HGRO reflects a straightforward yet impactful approach—invest in exceptional businesses when the timing regarding fundamentals, valuation, and market conditions is right. Surpassing $125 million in assets in our first year is a significant milestone, and we appreciate the confidence that investors have placed in our strategy."

Future Directions

HECA and HGRO are integral components of Hedgeye Asset Management's increasingly diverse ETF lineup, which aims to provide investors with active, research-intensive strategies grounded in Hedgeye's macroeconomic framework. Recently, the firm announced the launch of the Hedgeye Index Adds ETF (NYSE: ADDS), which is designed to capitalize on opportunities surrounding companies poised to be added to major equity indexes.

According to McNamara, the momentum built over the past year is commendable, yet the firm remains focused on future growth. "We recognize that investors are actively looking for strategies that are not only differentiated but also grounded in clarity and discipline," he stressed. "Our goal at Hedgeye Asset Management is to continue evolving and delivering innovative investment solutions that meet the changing demands of the market."

In summation, Hedgeye Asset Management’s anniversary celebration signifies a substantial step forward in retail investment options, harmony between active management strategies, and investor trust. As the firm continues to expand its ETF offerings and enhance accessibility, the future looks promising for both Hedgeye and its investors.