Hedgeye Asset Management

Seen above “Future Proof” Miami… 👀👀👀 For more visit HedgeyeAM.com

REPLAY: HAM for Lunch! The Pros’ Playbook for a Market Like This app.hedgeye.com/insights/17954… via @hedgeye

LIVE in 5 Minutes 🚨: HAM for Lunch! The Pros’ Playbook for a Market Like This app.hedgeye.com/insights/17954… with @KeithMcCullough and @HedgeyeAM

FREE (today) WATCH: HAM for Lunch! The Pros’ Playbook for a Market Like This app.hedgeye.com/insights/17954… via @hedgeye

HAM For Lunch | @HedgeyeAM Join Hedgeye CEO @KeithMcCullough for a candid conversation with 3 portfolio managers on how they're positioning capital right now. Watch Live or On-Demand Thursday, March 19 at 11:00am ET

Enjoy the latest Protect The Pile hedgeyeam.com/protect-the-pi…

“How do you run a long-only portfolio in a market like this?” @HedgeyeAM portfolio manager @SamofAmerica explains. 🔊

Think in market cycles, not market moments. $HECA: Built to maximize returns across MULTIPLE global stock market cycles by maintaining a drawdown-centric discipline that compounds over time. The ETF that thinks like an endowment. For important information about the fund, please click here hedgeyeam.com/HECA cc @KeithMcCullough @dsaleminvestor @HedgeyeAM @Hedgeye @mablum

Good morning, Future Proof Goers!

new profile banner? @HedgeyeAM

Good morning Miami & Miami Beach! If you are attending @FutureProof_HQ look to the skies & visit us at hedgeyeam.com @HedgeyeAM

If you’re at “Future Proof Miami” next week, keep your eyes on the skies...✈️ Reminder: There’s a better way to protect and compound capital. Visit the HAM website for more info HedgeyeAM.com

Check out our conversation today with @HedgeyeIndstrls, @RPKent, @HedgeyeAM on industrials, power generation, AI, $TSLA, and more! hedgeyeam.com/protect-the-pi…

IN THE NEWS: Hedgeye Asset Management has been named Sub-Advisor to $KSPY, the @KraneShares @Hedgeye Hedged Equity Index ETF. Now available on the LPL platform, $KSPY offers advisors S&P 500 exposure with a systematic, rules-based approach seeking to managing volatility and downside risk. hedgeyeam.com/kspy-lpl-platf…

Apple was always going to choose Google. A 10-year search relationship. 89% market share. Total iOS distribution. That’s game over. In tech, the best product doesn’t win. The best distribution does. — Hedgeye Asset Management PM Sam Rahman @SamofAmerica ***FYI....HAM has a new must-watch podcast/webcast for serious investors called "Protect the Pile." Hear directly from portfolio managers on the risks + opportunities shaping markets right now. Catch the latest episodes and explore more: hedgeyeam.com

The world is a mess right now — and investors can feel it. We are in the Fourth Turning: a period of deep structural change marked by economic instability, political polarization, geopolitical tension, and rising social unrest. This is not theoretical. It is happening in real time, and it is reshaping markets, leadership, and the global order. These environments can create uncertainty — but may offer opportunity for investors who are prepared. $HEFT is Hedgeye’s Fourth Turning ETF, built specifically to help investors navigate regime shifts with a disciplined, research-driven approach. Rather than relying on static allocations or backward-looking assumptions, HEFT is designed for a world where the rules are changing. Co-led by Neil Howe @HoweGeneration, author of The Fourth Turning, and portfolio manager R. Patrick Kent @RPKent, HEFT seeks to identify the sectors, themes, and equity opportunities most likely to benefit from long-cycle disruption, generational change, and the transition to a new market era. If you’re looking for a forward-looking equity strategy built for volatility, transition, and the next chapter of global change, we encourage you to learn more. @Hedgeye @KeithMcCullough Watch the short video overview here:

$250M milestone reached (as of February 13, 2026)! $HECA's Hubble algorithm + disciplined risk management = growing institutional trust. 7 months in, grateful for every investor backing our "Risk First, Then Return" philosophy. NYSE: $HECA | 1.02% gross expense ratio For important information about $HECA, please click here: hedgeyeam.com/heca cc @dsaleminvestor @KeithMcCullough @mablum @HedgeyeAM @Hedgeye

WATCH NOW: Free On-Demand Macro Show with HAM PM David Salem @dsaleminvestor @HedgeyeAM app.hedgeye.com/insights/17794…

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Diversification is not enough. You need intelligent, drawdown-conscious allocation. $HECA uses our quantitative models to see opportunities others may miss - while always thinking of risk first, then returns. A smarter way to invest in the world. For important information about the fund, please click here hedgeyeam.com/HECA cc @dsaleminvestor @HedgeyeAM @Hedgeye @KeithMcCullough @mablum